Simon Shields is the Portfolio Manager and co-founder of Monash Investors. We spoke about his approach to investing, an overview of the recent reporting season, the difference between focussing on absolute and relative returns and the early warning triggers they use to reduce exposure to companies in their fund that may be facing challenges to their share price. They have a listed ETMF and you can find out more here: Monash Absolute Active Trust (Hedge Fund) ASX Code: MAAT https://monashinvestors.com/maat/

Monash has an absolute return focus to investing in shares, long and short. Prior to this, Simon spent 25 years as an analyst, portfolio manager and head of equities for large fund management businesses. Unusually for a professional fund manager, he was fortunate to move between firms that had widely differing investment styles of growth, value and DCF approaches. Monash has taken advantage of this experience to create an agnostic approach to investing that focusses on absolute instead of relative returns.

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