![Simon A. Shields](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Simon A. Shields, CFA MBA, is Co-Founder & Director at Monash Investors Pty Ltd. He is on the Board of Directors at Monash Absolute Investment Co. Ltd. He is responsible for research, analysis, dealing and investment management.
Mr. Shield is one of Australia’s leading fund managers with over 30 years of industry experience having been Head of Australian Equities at both UBS Global Asset Management (Australia) Limited (UBS) and Colonial First State Limited (CFS).
He has been a member of and/or led multi-award winning equity teams across a range of investment styles.
Mr. Shields commenced his career as an Analyst with Westpac Investment Management Limited (now part of BT Investment Management Limited), before moving into a portfolio management role.
In 1995, he moved to Rothschild Australia Asset Management Limited as a Portfolio Manager.
In March 1998, he joined CFS as a Senior Portfolio Manager, responsible for growth style Australian and New Zealand equities, before becoming the Head of Australian Equities in January 2004.
In July 2007, he moved to UBS as Managing Director and Head of Australian Equities and in 2011 also took responsibility for the ING Investment Management Limited Australian equity team.
He holds a Bachelor of Commerce with Honors in Bachelor of Law, Masters of Business Administration and a Chartered Financial Analyst.
Simon A. Shields active positions
| Companies | Position | Start |
|---|---|---|
Monash Investors Pty Ltd.
 Monash Investors Pty Ltd. Investment ManagersFinance Monash Investors aims to generate double digit returns p.a. (after fees) over a full investment cycle, and avoid loss of capital over the medium term. | Chief Executive Officer | 2011-12-31 |
Former positions of Simon A. Shields
| Companies | Position | End |
|---|---|---|
| MONASH ABSOLUTE INVESTMENT COMPANY LIMITED | Founder | 2025-08-22 |
UBS Asset Management (Australia) Ltd.
 UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS AM Australia is an active manager which aims to deliver outcome orientated investment solutions for clients, underpinned by a team-based approach and disciplined risk management. The firm combines a disciplined investment philosophy, fundamental research, rigorous risk management and a diversified investment offering to construct portfolios. They offer extensive insight and expertise across traditional, alternative and passive strategies. | Head-Equity Investments | 2012-02-29 |
Colonial First State Investments Ltd.
 Colonial First State Investments Ltd. Investment ManagersFinance CFSIL seeks to generate competitive returns over the long-term. Their wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. | Head-Equity Investments | 2007-01-31 |
First Sentier Investors (Australia) IM Ltd.
 First Sentier Investors (Australia) IM Ltd. Investment ManagersFinance Stewart Investors manages funds across a diverse range of domestic and global asset classes, including Australian and global equities (such as global listed infrastructure, property securities and Stewart Investors), short term investments and cash. They manage long-only equity strategies investing in Asia, Europe, Global Emerging Markets, Indian Subcontinent and Worldwide. They take a long-term bottom-up and benchmark agnostic approach to investing in high-quality companies that contribute to, and benefit from, sustainable development. | Head-Equity Investments | 2006-06-29 |
Colonial First State Ltd.
 Colonial First State Ltd. Financial ConglomeratesFinance Provides investment services | Corporate Officer/Principal | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
52
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Colonial First State Investments Ltd.
Colonial First State Investments Ltd. Investment ManagersFinance CFSIL seeks to generate competitive returns over the long-term. Their wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. | Finance |
UBS Asset Management (Australia) Ltd.
UBS Asset Management (Australia) Ltd. Investment ManagersFinance UBS AM Australia is an active manager which aims to deliver outcome orientated investment solutions for clients, underpinned by a team-based approach and disciplined risk management. The firm combines a disciplined investment philosophy, fundamental research, rigorous risk management and a diversified investment offering to construct portfolios. They offer extensive insight and expertise across traditional, alternative and passive strategies. | Finance |
Rothschild Australia Asset Management Ltd.
 Rothschild Australia Asset Management Ltd. Financial ConglomeratesFinance Provides asset management services | Finance |
First Sentier Investors (Australia) IM Ltd.
First Sentier Investors (Australia) IM Ltd. Investment ManagersFinance Stewart Investors manages funds across a diverse range of domestic and global asset classes, including Australian and global equities (such as global listed infrastructure, property securities and Stewart Investors), short term investments and cash. They manage long-only equity strategies investing in Asia, Europe, Global Emerging Markets, Indian Subcontinent and Worldwide. They take a long-term bottom-up and benchmark agnostic approach to investing in high-quality companies that contribute to, and benefit from, sustainable development. | Finance |
Monash Investors Pty Ltd.
Monash Investors Pty Ltd. Investment ManagersFinance Monash Investors aims to generate double digit returns p.a. (after fees) over a full investment cycle, and avoid loss of capital over the medium term. | Finance |
Monash Absolute Investment Co. Ltd.
 Monash Absolute Investment Co. Ltd. Investment ManagersFinance Provides investment advice | Finance |
Colonial First State Ltd.
Colonial First State Ltd. Financial ConglomeratesFinance Provides investment services | Finance |
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