We knew there was something wrong at Sky Network TV (which is listed on both the ASX and NZX) when they posted their first fall in subscriber numbers in 20 years. Upon investigation, we found that NZ brokers were hesitant to say anything negative about Sky as many of... read more
Active management means different things to different people, but what really matters is the outcomes of a particular investment approach. Watch Simon Shields talking about active investment management and what this means to Monash Investors and our goal of reliably... read more
Given the structural headwinds faced by CCL, we think that analyst forecasts are too high, as is the multiple that the market is placing on those earnings. It is not the low risk growth company that it once was. In shorting CCL, we draw confidence from identifying... read more
Emerchants is an issuer and processor of debit cards, ranging from reloadable cards through to traditional, single-store gift cards. It allows businesses to custom brand cards, for use by their customers or employees, and to limit that card use to certain stores or... read more
Livewire Post Monash Investors established their absolute return fund in July 2012, and since that time, the fund has experienced an annual net return of 15.91% p.a., with lower volatility, fewer drawdowns and a lower beta than the major market indexes. Importantly... read more
The following information is only available to Sophisticated or Wholesale Investors. By submitting your details you are confirming that you are a Wholesale Investor as defined by the Australian Corporations Act.
Once you have submitted the form you will be able to download the PDS