Compounding your wealth over the long term

Compounding your wealth over the long term

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.
Typically, rent is one of the largest costs for offline retailers. However, the internet has given rise to a new set of dynamics in an online world for consumer firms with customer acquisition cost (CAC) usurping rent in importance.
Private equity firms are making long-term investments in legacy insurance books. What makes insurance, one of the oldest industries, fraught with regulation, so attractive to these smart investors?
As Warren Buffett once said: “Price is what you pay; value is what you get.” This simple definition underpins the logical pursuit of value investors to make investments in businesses only when prices are materially below their true value.

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-profile (1)
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 bestopportunities as well as a means to improve portfolio diversification.

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 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.

ANDREW MACKEN

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

How to Invest

We would love to hear from you. Whether we can help to compound your wealth, or you would just like to learn more, please get in touch.

CONTACT US
Sydney
Suite 101, 490 Crown Street
Surry Hills, NSW 2010
Australia
New York
1330 Avenue of America
New York 11355, USA
CONTACT US
Sydney
Suite 101, 490 Crown Street
Surry Hills, NSW 2010
Australia
New York
1330 Avenue of America
New York 11355, USA

Copyright © 2020 Montaka Global Investments         Privacy  |  Terms  |  Disclaimer

Our Montaka Active Extension strategy strives for maximised return over the long-term. Owning the Montaka long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent most of the time.

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

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.

Our
Strategies

Our Strategies

Our Montaka Active Extension strategy strives for maximised return over the long-term. Owning the Montaka long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent most of the time.

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

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.