Applying the Connor Leonard Framework

Value investor Connor Leonard successfully filters business opportunities into four subsets. We explore Reinvestment Moats – entrenched flywheels where management can redeploy capital at high incremental rates of return.

Evolution of the luxury goods resale market

Exploring why the luxury resale market is growing four times faster than the overall luxury industry and the evolving interactions between brands and marketplaces.

More inequality. More grievances. More debts.

We believe inequality will only become more extreme, with Covid-19 accelerating a number of the dynamics in our economic system that give rise to inequality. And growing inequality will feedback into our economic system in two key ways: more grievances and more debts.

A look inside Montaka’s portfolio

An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings.

Insurance and Private Equity Go Hand-in-Hand Pt.2

An exploration of the structural drivers causing Insurance providers to abandon their legacy liabilities and why we expect to see many more alternative asset manager transactions.

What is the Metaverse?

The vision for the Metaverse is that humans will increasingly live in a growing collection of spaces – both physical and digital – that mesh together seamlessly. Similarly, our social lives will increasingly span the physical and real-time 3D digital realms, as will our economy.

Quarterly Update (Q4 2020)

In this quarterly update, Chris Demasi, Montaka's Portfolio Manager reflects upon the new era ushered in by the coronavirus pandemic. This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits.

Spotlight Series – Cash Flow Discussion

An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal.

The evolution of Montaka’s strategy suite

Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base.

Quarterly Update (Q4 2020)

Quarterly Update (Q3 2020)

In this quarterly update, Andrew Macken, Montaka's Chief Investment Officer touches upon a range of possible medium-term economic outcomes. He also shares a brief update on our current portfolio positioning.

Quarterly Update (Q2 2020)

To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.

Quarterly Update (Q4 2019)

To gain more insights about the last quarter of 2019 as well as the year gone by, please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.

Applying the Connor Leonard Framework

Insurance and Private Equity Go Hand-in-Hand Pt.2

An exploration of the structural drivers causing Insurance providers to abandon their legacy liabilities and why we expect to see many more alternative asset manager transactions.

What is the Metaverse?

Getting Paid to Borrow, Negative Real-Yields, the New Reality for U.S. Corporations

A new phenomenon emerged in the credit market in early December, real-yields on investment-grade bonds turned negative for the first time in history. The setup will likely skew incentives for corporations in managing their capital structures.

5 ways to build investment portfolios amid growing inequality

Inequality creates winners and losers. And there are key steps that investors can take to be on the right side of these changes – to not only protect their portfolios from growing inequality, but also generate strong investment returns into the future.

Covid-19: accelerating our journey to inequality

Our analysis leads us to believe that the forces driving low economic growth, increased indebtedness, low interest rates and asset inflation will only strengthen in a post COVID-19 world.

5 ways to build investment portfolios amid growing inequality

Covid-19: accelerating our journey to inequality

Our analysis leads us to believe that the forces driving low economic growth, increased indebtedness, low interest rates and asset inflation will only strengthen in a post COVID-19 world.

Part 2: Winning in the age of enterprise- digital transformation

The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.

Part 1: Winning in the age of enterprise- digital transformation

While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.

Part 2 of 2: Low Rates, Assets Inflate

In the concluding part of this 2-part whitepaper on the low interest rate scenario currently engulfing the world, we consider the long-term consequences of such a protracted low-rate environment on asset prices – in particular on equity prices.

Part 1: Low Rates, Assets Inflate

In this two-part Whitepaper series, we consider the likely drivers of low interest rates that are currently being observed, particularly around demographics, indebtedness, technology, globalisation and the structure of the international monetary and financial system.

The stock Chris Demasi is quietly excited about

In this article for the AFR, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited about to where you can find a good VFM pasta in Sydney! Read on to know more.

Microsoft and Massive Cloud Markets

Around the world Enterprises are rapidly shifting to the cloud, accelerated by COVID-19, and Microsoft is leading the transformation with Office365 and Azure.

Picking post-pandemic winners | Fund Manager Q&A

Glenn Freeman chats with Montaka Portfolio Managers Andrew Macken and Chris Demasi about digital transformation which has accelerated in the midst of the pandemic and the qualities they look for while investing in a stock.

Sohn Hearts & Minds Conference 2019 – Montaka Presentation

Montaka CIO Andrew Macken and co-PM Chris Demasi presented at the Sohn Hearts & Minds conference 2019 held in Sydney. Have a look at this video in which they share two stock ideas.

Sohn Hearts & Minds conference 2019 – Montaka’s Andrew Macken & Chris Demasi

Chris Demasi on growth & volatility

Compounding your wealth over the long term

Compounding your wealth over the long term

We are a team of rigorous, intellectually energetic investment specialists. Spanning New York and Sydney, we offer access to a deep and diverse pool of talent and experience.

ANDREW MACKEN

"It’s about the sustainable compounding of your wealth, right along side our wealth, over the long term"

ANDREW MACKEN

"It’s about the sustainable compounding of your wealth, right along side our wealth, over the long term"

ANDREW MACKEN

"It’s about the sustainable compounding of your wealth, right along side our wealth, over the long term"

How to Invest

Our Strategies

Our Strategies

Our
Strategies