Why have investors become theme junkies?

In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all.

How Flutter is replicating Sportsbet’s Australian success with FanDuel in the US

It is uncertain what the US competitive landscape will look like after years of newly regulated states and competitive customer acquisition still to come, but if Flutter can replicate Sportsbet’s success with FanDuel, it will help to unlock the huge valuation upside that makes Flutter such a compelling investment today.

Misunderstood Multiples and Montaka’s Solution

When you look at a multiple, it may seem high at first glance. But it is essential to focus beyond this and understand the underlying business, its growth opportunities and what current market expectations imply. Certainly, a high multiple can be a red flag for overvaluation. However, you cannot draw any real conclusions from that multiple in isolation.

Zenith assigns ‘Recommended’ rating to listed Montaka funds

Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only Equities Fund (ASX: MOGL).

Lifting the hood: 5 big investment ideas from the recent reporting season

We have recently passed yet another reporting season where investors typically try to analyze heaps of information that could impact short-term stock movement. Read on to know what our team has identified as the 5 big investment ideas from this recent reporting season to gain an edge in your investment decisions.

Beyond Megacap Tech: Blackstone Begins its Boom

Blackstone - the alternative asset management firm stands at the edge of an incoming, multi-decade, secular inflection across asset management. What makes us believe that Investors have a window of opportunity with Blackstone right now? Read on to know our analysis.

Global tech-bubble or opportunity

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.

Quarterly Update (Q1 2021)

In this quarterly update, Andy & Chris highlight the structural advantages a few of Montaka’s largest holdings. They also touch base on a new position that was added to Montaka’s portfolio during the quarter. Get insights on all this and more in this quarterly update video.

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.

Lifting the hood: 5 big investment ideas from the recent reporting season

Quarterly Update (Q1 2021)

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.

Why have investors become theme junkies?

Misunderstood Multiples and Montaka’s Solution

Lifting the hood: 5 big investment ideas from the recent reporting season

Learning from investment legend James Anderson: Growth at an Unreasonable Price

James Anderson has spent decades capitalising on the market’s short-term focus by buying traditionally “expensive” stocks with incredible upside potential. Here we take a page out of his investment playbook.

What’s next vs what it’s worth

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.

Will Your Multiple Compress?

Investment returns, in the long run, are dictated by two factors: earnings growth and changes in the earnings multiple. Many high-flying businesses today are trading at exorbitant multiples. What are the implications of this for long-run annual returns for those stocks?

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.

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.

Why have investors become theme junkies?

Global tech-bubble or opportunity

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.

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.

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"

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