Compounding your wealth over the long term

Compounding your wealth over the long term

During periods of uncertainty, investors often default to first-order thinking and overweight what’s next. In these environments, attractive opportunities can be found by remaining focused on what a business is worth.
The expansion of Adobe’s Creative Cloud has been a key driver of Adobe’s 10x increase in market cap over the last 10 years. And we believe the long-term opportunity for Unity in real-time 3D/AR/VR will be even more significant.
As we process the information being reported by companies in their first quarter earnings announcements, one theme that pops up across the board is that of inflation. Read on to know our analysis.
Andy recently sat down with NAB's Gemma Dale to discuss the valuations of global technology stocks and whether or not investors should be concerned about the tech-bubble. Listen to the podcast here.
In this second part, we discuss some of the powerful levers that the REA Group has at its disposal to increase its share of the Australian real estate industry economics. We also list the numerous other valuable real options it holds within its portfolio.

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.

Montaka Global Pty Ltd (previously known as MGIM Pty Ltd) is the investment manager and can be reached on 02 7202 0100 or email at office@montaka.com
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 Long Only funds strive to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark.

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

Our Montaka variable net funds strive 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 these funds are our flagship long-short.

Our
Funds

Our Funds

Our Montaka Long Only funds strive to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark.

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

Our Montaka variable net funds strive 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 these funds are our flagship long-short.