Simon Shields - Monash Investors

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. You can find out more about Monash Investors at this link: https://monashinvestors.com/Before co-founding Monash, 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.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

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. You can find out more about Monash Investors at this link: https://monashinvestors.com/Before co-founding Monash, 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.Sharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: Save 4 months on an annual premium plan! Click here and sign up now for a 7 day free trial. Or go to https://www.sharesight.com/stocksforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation. Hosted on Acast. See acast.com/privacy for more information.

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This episode is 31 minutes long.

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This episode was published on April 6, 2022.

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