Our Montaka variable net strategy strives for significant downside protection – but with minimal upside reduction. Focused on owning the world’s great and growing businesses when they are undervalued, while managing a portfolio of short positions in businesses that are deteriorating, misperceived, and overvalued, this strategy is our flagship long-short offering.
This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.
This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.
Our Montaka 130/30 extension strategy strives for maximized upside return. Owning the Montaka long portfolio scaled up to approximately 130 percent - and the Montaka short portfolio scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent at all times.
Our Montaka 130/30 extension strategy strives for maximized upside return. Owning the Montaka long portfolio scaled up to approximately 130 percent - and the Montaka short portfolio scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent at all times.
Our Montaka 130/30 extension strategy strives for maximized upside return. Owning the Montaka long portfolio scaled up to approximately 130 percent - and the Montaka short portfolio scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent at all times.
Our Montgomery Global strategy strives to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka strategies, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark. Branded as “Montgomery Global” in Australia to reflect a key distribution partnership with Montgomery Investment Management, this is our classic long-only offering.
Our global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.
Our global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.
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Explore Our Firm
One characteristic of a high quality business is its ability to grow its intrinsic value over time. So does that mean that it’s possible to overpay for a high quality business and then wait for it to “grow into its valuation”?
Amidst this wave of start-up IPO’s, on May 31st, The RealRealInc filed to list. This article entails a deep dive of their S1 as well as analysis of their business model's viability.
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.
After voting to leave the EU back in June 2016, Brexit is finally set to go ahead at the end of January. In the wake of this, demand for the British Pound should increase as the details of Brexit are understood.
It has been a hallmark of the current US Presidency to threaten and even completely undermine its geopolitical alliances. The US military is losing its competitive edge, even the manpower of the US armed forces has been in structural decline.
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.
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.
Given nearly all productive functionality on the internet is provided for free to the public in exchange for being advertised to, it is a fascinating question to consider what those web based services are actually worth to an individual if they were made to pay for them.
Watch Andrew Macken, Montaka CIO, summarize both the parts of the whitepaper in this short video.
Chris DeMasi, our portfolio manager discusses where he sees growth opportunity in volatile markets on 'Bloomberg Markets.
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.
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.
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.
So too is Mr. Market today making fun of global equity investors. 2018 was a year of rotations, corrections and volatility. The year rounded out with an overwhelming general bearishness with many believing more downside lay ahead.
All too often, investors rely on conventional wisdom – ideas that were once true, but no longer hold. Great investment opportunities can come from questioning these ideas.
“The great enemy of truth is very often not the lie – deliberate, contrived and dishonest – but the myth – persistent, persuasive and unrealistic... We enjoy the comfort of opinion without the discomfort of thought.”
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.
Montaka CIO Andrew Macken and co-PM Chris Demasi were the only duo on stage at the Sohn Hearts & Minds conference 2019.
Jemima Whyte, Jonathan Shapiro and Vesna Poljak published an article in the Australian Financial Review which elaborates Montaka CIO Andrew Macken's views about why short sellers are increasingly being discredited thanks to...
Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis.
Jonathan Shapiro published an article in the Australian Financial Review where he discusses how one of Buffett’s biggest positions, Kraft Heinz fell 30 per cent after it made a host...
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
We believe in the profound power of sustainable compounding. Our disciplined approach to global investing and risk management have been designed to provide the opportunity to sustainably compound your portfolio over the long term. While our systematic investment strategies mandate a long-term perspective, investing globally gives us access to the best opportunities as well as a means to improve portfolio diversification.
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