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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Compounding your wealth over the long term
Explore Our Firm
Investors spend all-day learning about business operations and industries but often fail to scrutinize a firm’s corporate governance procedures, especially management compensation which is a key driver influencing the creation of long-term value for shareholders.
Reported cases of COVID-19 are a function of testing and largely incomparable across regions. Understanding the delayed exponential spread shows us the true challenge of containing infection.
As of Monday, March 30, we have observed that the COVID-19 data (daily growth rates in deaths and cases) shows clear signs of improvement in Europe and Australia. On this basis we have updated our portfolio exposure, the details of which are shared in the article.
What with the equity market around the world having changed significantly in the past few weeks as the markets corrected from record highs, investors look to weigh up the potential buying opportunities. We recently held a webinar to address this scenario and here is a lowdown of the commonly asked questions.
Ping An is a leading Chinese life insurer with an attractive mix of insurance, banking and fintech operations and favorable industry tailwinds, yet is priced at liquidation value.
In this recording Andrew Macken and Christopher Demasi answer questions about the change in the global equities market while also addressing the potential buying opportunities. They explain how the Montaka team is dealing with the risks posed by the novel COVID-19 virus.
In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka's CIO addresses two key questions which are being posed by investors. Have a look at this special edition of Montaka's Spotlight series video to know more.
In this video, we discuss the different types of edges an investor can possess. The most valuable edge is an informational edge, where the investor has better or faster information than everyone else.
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.
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.
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.
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.
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 presented at the Sohn Hearts & Minds conference 2019 held in Sydney. Have a look at this video in which they share two stock ideas.
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...
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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