How we use the ‘private equity’ approach to invest in (shockingly undervalued) Microsoft

What if we owned all of Microsoft? This article takes a detailed look at how we implement the ‘private equity’ approach to public equities. We also shed light on why we believe that Microsoft is an $US11 trillion opportunity.

The market is dividing in to ‘advantaged’ and ‘disadvantaged’ businesses

The economic times of the day are challenging to decode. But a valuable step in making investing just a little less difficult is to focus on businesses with strong advantages- ones that provide mission-critical value with limited competition. What exactly separates advantaged from disadvantaged businesses?

Why investors should take a ‘private equity’ approach in this difficult market

By taking a private equity approach to investing in the public equity markets in this difficult market, investors can harness the “best of both worlds” and still make superior returns over the long term.

Investors can find great bargains in this myopic market if they focus on Ben Graham’s dictum that the market is a long-term “weighing machine”

Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing machine”. Sentiment determines short-term prices, however fundamentals and performance dictate price in the long run.

Why short-termism is both a travesty and an opportunity

Graham Hand, editor at Firstlinks interviews Chris and discuss investor's short-term outlook. On any given day, whether the stockmarket rises or falls is a coin toss, but stay invested for 10 years and the odds are excellent. It's at times of market selloffs that opportunities present for long-term investors.

Why Amazon should top your ‘bear-market bargain’ list

The current slump suggests the market believes Amazon’s future isn't too bright but we share 3 key reasons why these prices represent a rare buying opportunity in Amazon.

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

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.

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.

How we use the ‘private equity’ approach to invest in (shockingly undervalued) Microsoft

Why investors should take a ‘private equity’ approach in this difficult market

Market correction: Don’t panic. Act like a business owner.

Thinking of selling in this correction? Don’t. Act like a business owner instead. The pressure in today’s market environment is immense, and it can be tempting for investors to throw in the towel and sell even the best companies when their measure of success is short-term share price movements. Don't commit this big and costly mistake.

‘Multidiscipline’: The secret of Bezos and Buffett’s wild success

In a complex, ever-changing world, where domain-specific information is becoming commoditised and readily available, ‘multidisciplinary’ investing has become one of the true sources of an investment edge. Interestingly, despite the undoubted power of multidisciplinary investing, the investment industry is still largely built on the principle of specialization.

Drawdowns: Even ‘God’s portfolio’ can’t avoid them

Investors have been promised an elixir of big returns and low volatility. But the truth is that to achieve outstanding long-term returns, investors must be prepared to endure large drawdowns along the way – even for the best-performing stocks and portfolios.

How Amazon founder Jeff Bezos’ shareholder letters made me a better investor – 7 lessons learnt

Investment legend James Anderson said something interesting: that an investor today needed to read not just Buffett’s words, but also the shareholder letters of Amazon founder, Jeff Bezos. I took note of Anderson’s tip and immersed myself in Bezos’s shareholder letters, getting inside the great man’s thinking, and here's what I learnt.

Whitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)

(As mentioned in the AFR) Montaka believes AI will drive much, much more demand for compute and storage – both in the cloud and at the edge – than many are expecting today. Furthermore, the long-term winners are already known today with a high degree of certainty and we believe the current stock prices of these businesses are failing to adequately reflect what Montaka’s sees on the horizon.

Behind the Scenes – Q&A with Andy & Chris on bringing Montaka’s new AI whitepaper to life

Investment specialist Matthew Briggs interviews Andy and Chris about our latest whitepaper on AI (artificial intelligence) and the reasons for selecting this topic.

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.

Why short-termism is both a travesty and an opportunity

Whitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)

Montaka named in AFR Chanticleer column’s ‘Five best trades of 2021’

For investors, private markets 'were the place to be in 2021' and the best way to play the sector was owning the world's three most prominent asset managers, Blackstone, KKR and Carlyle. It noted that Montaka owned all three companies in its portfolio and quoted our portfolio manager Chris Demasi.

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.

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.

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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