Monash Investors' simple core philosophy is to deliver investors benefits not typically found in Australian equities portfolios: 

Targeted positive and consistent returns delivered with lower volatility.

Monash’s absolute return long / short Aussie equities portfolio construction strategy is to focus on compelling stocks and other equity-based investments with asymmetric payoff potential. 

This investment style suits investors looking for targeted positive returns with lower risk across a 7 year investment cycle and where capital preservation in any financial year is important. 

Recognising investors are increasingly looking for opportunities that deliver consistently positive returns with lower volatility (and not just investing in a stock market index that simply rises and falls with the market), Monash’s common sense process gives it the freedom and flexibility to invest as others don’t, unconstrained by benchmark, sector or investment style. This spells access to a type and mix of investments that each need to deliver a positive return, including small cap stocks, pre-IPO stocks, along with top ASX picks and cash.

The portfolio is managed by award-winning investment professionals Simon Shields, the previous head of equities at both UBS and CFS, and Shane Fitzgerald, a Top 5 rated analyst from UBS and JPMorgan. Together they bring more than 50 years combined experience within some of the world’s largest fund managers. Having seen the pitfalls of large capital pool management, they are united by their shared and clear understanding of the future of reliable and successful investment strategies.

In a low return, high volatility environment where beating the index can still fail to deliver on investors’ goals, Monash offers a clear pathway to deliver what investors have been looking for: long term certainty, strong returns and capital preservation. 

For our most recent fund returns please visit http://www.monashinvestors.com/performance

Monash Investors

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Monash Investors

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