Simon Shields

Simon Shields Email and Phone Number

Portfolio Manager, Monash Investors @ Monash Investors
Simon Shields's Location
Greater Sydney Area, Australia, Australia
Simon Shields's Contact Details

Simon Shields personal email

n/a
About Simon Shields

I co-founded Monash Investors, and after 12 years my involvement is now winding down, following its merger with DMX. We had an absolute return focus to investing in shares, long and short, and our returns were very good. Prior to this, I spent 23 years as an analyst, portfolio manager and head of equities for large fund management businesses. Unusually for a professional fund manager, I was fortunate to move between firms that had widely differing investment styles of growth, value and DCF approaches. We took advantage of this experience to create our own style agnostic approach to investing that focusses on absolute returns instead of relative returns.What does this mean? Our absolute return focus means that every time we invest we do it for an expected pay-off. Relative returns do not interest us, rather we create wealth by investing in compelling stocks, both long and short, that meet a high return hurdle.Prior to Monash Investors, I held a number of senior positions within the financial services industry, culminating in roles as Head of Australian Equities at Colonial First State and then Managing Director and Head of Australian Equities at UBS Asset Management (Australia). I was also responsible for the ING Investment Management Australian equities team following its acquisition by UBS.

Simon Shields's Current Company Details
Monash Investors

Monash Investors

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Portfolio Manager, Monash Investors
Simon Shields Work Experience Details
  • Monash Investors
    Portfolio Manager
    Monash Investors May 2012 - Present
    Sydney, Au
    Co-founder, Portfolio Manager
  • Rapid Response Revival®
    Chairman
    Rapid Response Revival® Mar 2023 - May 2023
    Riverwood, New South Wales, Au
  • Rapid Response Revival®
    Independent Co-Chairman
    Rapid Response Revival® Jun 2022 - Mar 2023
    Riverwood, New South Wales, Au
  • Rapid Response Revival®
    Non Executive Director
    Rapid Response Revival® Jan 2018 - Jun 2022
    Riverwood, New South Wales, Au
  • Ubs Global Asset Management
    Head Of Australian Equities
    Ubs Global Asset Management Jun 2007 - May 2012
    Zurich, Ch
    Head of Team, Portfolio Manager, Equity Analyst
  • First Sentier Investors
    Head Of Australian Equities
    First Sentier Investors Jul 2004 - Jun 2007
    Sydney, Nsw, Au
    Head of Team, Portfolio Manager, Equity AnalystFirst Sentier Investors was at the time named Colonial First State Global Asset Management
  • First Sentier Investors
    Portfolio Manager
    First Sentier Investors Mar 1998 - Jun 2004
    Sydney, Nsw, Au
    Senior Portfolio Manager, Equity AnalystFirst Sentier Investors at the time was named Colonial First State Global Asset Management
  • Rothschild & Co
    Portfolio Manager
    Rothschild & Co Mar 1995 - Feb 1998
    Paris, France, Fr
    Portfolio Manager, Equity AnalystRothschild Australia Asset Management
  • Westpac
    Equity Analyst
    Westpac Nov 1989 - Mar 1995
    Sydney, Nsw, Au
    Equity AnalystWestpac Investment Management
  • Westpac
    Summer Intern
    Westpac Nov 1987 - Oct 1989
    Sydney, Nsw, Au
    Equity Analyst, Investment Clerk Westpac Investment Management
  • Australian Army
    Sydney University Regiment
    Australian Army Sep 1982 - Nov 1989
    Canberra, Au
    Australian Army Reserve1982 Private1984 Lance Corporal, Section 2IC1985 Corporal, Section Commander1986 Sergeant, Platoon Sergeant1987 2nd Lieutenant, Platoon Commander1988 2nd Lieutenant, Recruiting Officer1989 Lieutenant, Training Officer

Simon Shields Skills

Portfolio Management Equities Investment Management Asset Management Investments Hedge Funds Financial Markets Equity Research Alternative Investments Equity Valuation Capital Markets Valuation Asset Allocation Financial Analysis Investment Banking Derivatives Wealth Management Wealth Equity Trading

Simon Shields Education Details

  • Unsw
    Unsw
    Accounting And Finance
  • Deakin University
    Deakin University
    Master Of Business Administration (Mba)
  • Unsw
    Unsw
    Bachelor Of Laws (Llb)
  • Sydney Grammar School
    Sydney Grammar School

Frequently Asked Questions about Simon Shields

What company does Simon Shields work for?

Simon Shields works for Monash Investors

What is Simon Shields's role at the current company?

Simon Shields's current role is Portfolio Manager, Monash Investors.

What is Simon Shields's email address?

Simon Shields's email address is si****@****.com.au

What is Simon Shields's direct phone number?

Simon Shields's direct phone number is +613924*****

What schools did Simon Shields attend?

Simon Shields attended Unsw, Deakin University, Unsw, Sydney Grammar School.

What skills is Simon Shields known for?

Simon Shields has skills like Portfolio Management, Equities, Investment Management, Asset Management, Investments, Hedge Funds, Financial Markets, Equity Research, Alternative Investments, Equity Valuation, Capital Markets, Valuation.

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