Monash Investors
Overview
Monash Investors is an Australian private investment firm specializing in small and mid-cap companies across various sectors. The firm focuses on identifying businesses likely to undergo significant changes in their prospects, leading to substantial share price movements. Monash Investors employs a bottom-up research approach to uncover compelling investment opportunities, emphasizing growth, insight, value, and identifiable events that can drive stock performance. The firm's investment strategy centers on Australian small companies, defined as those outside the S&P ASX 100 Index. However, Monash Investors maintains flexibility, allowing up to 20% of the fund to be invested in the S&P ASX 100 Index if research identifies compelling opportunities. The firm also has the capacity to short stocks, with up to 20% of the fund allocated to short positions when research indicates potential adverse business conditions. Portfolio construction is guided by confidence in the investment case, valuation upside, and liquidity considerations. Monash Investors' disciplined selling strategy involves monitoring positions against predetermined price targets, changes in consensus estimates, movements in short interest, and key business signposts. Adverse triggers prompt active responses from the investment managers, ensuring effective risk control. This approach has been honed over the years to add value and manage risk effectively.
Investment Focus
- Wholesale Investor
Portfolio Companies
Reach Monash Investors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Monash Investors
What sectors does Monash Investors invest in?
Monash Investors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Sydney, New South Wales, Australia. Monash Investors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Monash Investors invest at?
Monash Investors backs companies at Early Stage, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Monash Investors invest in?
Monash Investors invests across Australia.
Who are the partners at Monash Investors?
Team members listed for Monash Investors include Simon Shields (Principal) and Michael Haddad (Principal & Portfolio Manager).
What companies has Monash Investors invested in?
Monash Investors's portfolio includes Afterpay, Xero and AFT Pharmaceuticals.
How do I contact Monash Investors?
Monash Investors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
