Investing in shares to generate absolute returns requires a more flexible approach. At Monash Investors we identify stocks (long and short) that meet our high hurdles by exploiting recurring business situations and patterns of behaviour. To help illustrate this, we take a look at Lovisa and Kogan.
In addition to the above, I also discuss the persistent price discount to NTA currently being suffered by LICs. In order to permanently remove this discount the Monash absolute Investment Company (ASX: MA1) is intending to restructure into an Exchange Traded Managed Fund (ETMF) presenting an opportunity for investors.
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