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
Key excerpts from the Morgan Stanley Global Consumer & Retail Conference in New York. The conference afforded us the opportunity to hear from a range of companies, keeping our finger on the pulse of the U.S. consumer, as well as scouting for new investment ideas.
From a somewhat accidental beginning, coffee has grown into one of the most popular drinks in the world, generating a massive ~$560 billion per year according to Euromonitor. The U.S. is the largest coffee market in the world where ~$84 billion or ~15% of the global market is located which has been growing at a robust ~5% p.a. for the last decade and a half.
Why exactly are investors and society today becoming more binary in their thought processes? The core of investing is assessing probabilistic outcomes and so by thinking in binary outcomes or following market sentiment, it is possible to miss out on great contrarian opportunities.
Apple, known for selling premium hardware at a very premium price, appears to be taking a more elastic approach to pricing as the global smartphone cycle extends further into maturity.
As long-time readers will know, the Montaka funds have been short the shares of Kraft Heinz. One aspect to our short thesis is the enormous $31bn debt burden encumbering KHC.
Chris DeMasi, our portfolio manager discusses where he sees growth opportunity in volatile markets on 'Bloomberg Markets.
In this video Andrew provides an overview on how the Montaka strategy seeks to provide investors with exposure to a set of undervalued, high-quality global businesses which are experiencing industry tailwinds...
In this video insight Andrew takes a look at the environment for investing in global equities.
Christopher Demasi spoke at the Sohn Hearts & Minds conference to discuss our short thesis on Campbell Soup and the four step criteria we use when looking at shorts.
In this video Andrew discusses a holding in our portfolio, Prada. The only stock in our history for which we have previously been short but now we are long.
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 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...
Chris was previewed by the Hearts & Minds LIC (HM1).
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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