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.

We spoke about:

• Perplexing Management Exodus Syndrome
• Long and Short Strategies
• Porter's Five Forces
• Smoothing out lumpy distributions

This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

Martin Filz is the CEO and managing director of Pureprofile Ltd, a data and insights organization that provides online research and digital advertising services for agencies, marketers, researchers, and publishers in Australia, Europe, and the United States. We spoke about how data helps government and business respond to consumer needs, the company's expansion into Europe, Asia and the US, and the latest financial results.

Martin Filz is one of the most well-respected and influential individuals in the market research industry and has held senior executive roles as Managing Director of EMEA and APAC at Research Now (now a part of Dynata) and CEO of EMEA / APAC at Kantar-owned, Lightspeed GMI. He joined Pureprofile from Eureka AI, a business intelligence platform, where he was Managing Director and Chief Revenue Officer. He is active in digital and research bodies including the Association of Market and Social Research Organisations (AMRSO), ESOMAR, the Australian Market and Social Research Society (AMSRS), and the Interactive Advertising Bureau (IAB).

Pureprofile Ltd operates through three segments: Data & Insights; Pure amplify Media AU; and Pure amplify Media UK. The Data & Insights segment conducts market research; and accesses insights and campaigns through its proprietary self-service platform. The Pure amplify Media AU segment buys and sells online advertising inventory on behalf of advertisers and publishers. The Pure amplify Media UK segment generates leads for clients through its consumer database and proprietary and partner digital assets. The company was founded in 2000 and is headquartered in Surry Hills, Australia.

Pureprofile website: https://business.pureprofile.com/investor-centre/

Simply Wall St Analysis: https://simplywall.st/stocks/au/media/asx-ppl/pureprofile-shares

This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

The company and/or guest has contributed to the costs associated with producing this episode of Equity ASA. 

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.

My guest today is Sebastian Evans Chief Investment Officer/ Managing Director at NAOS Asset Management. We spoke about the NAOS investing philosophy and some of the businesses they invest in including:

• Big River
• Gentrack
• Maxiparts
• Move Logistics

Here's a link to the NAOS Investor Roadshow Presentation for more details. National Roadshow NAOS Asset Management (hubspotusercontent-na1.net)

This podcast is a production of Finpods Pty Ltd and Phil Muscatello. Phil is the host of the Shares for Beginners podcast. You can find out more about Phil and listen to Shares for Beginners at https://www.sharesforbeginners.com/

IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.

Hosted on Acast. See acast.com/privacy for more information.