Simon Shields

Funds management

Monash expectant of significant AUM losses at Magellan

Monash Investors has initiated a short position on Magellan as it is concerned the firm will get significantly smaller in light of its underperformance. ...

Funds management

Monash sees success in ETF move

Moving away from a closed-ended structure into an active exchange traded fund has been a successful move for the firm as it reports its first results in the new structure...

Features

Is there still a place for LICs?

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

Funds management

LICAT hits back at Monash criticism

The Listed Investment Companies and Trusts Association has disputed claims made by Monash Investors that the closed-ended structure is difficult to run, indicating the st...

Funds management

Monash exits troubled LIC structure

The firm has completed a three-year effort to restructure its Monash Absolute Investment Company into an exchange traded managed fund, admitting it was a mistake to opt f...