The 3 reasons why mega-tech ‘growth’ stocks are the best ‘value’ stocks today

Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today

Expensive? Amazon is good value despite its $1.7 trillion market cap

While some investors may worry that Amazon’s massive market capitalization of $1.7 trillion means there can’t be much further upside, we believe this trading range provides long-term investors with an attractive risk-reward opportunity.

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.

China’s rocky relationships to resume moving markets

As we take the temperature of the major bilateral relationships with China, we assess that the probability of more intense disagreements and confrontations with the world’s second-largest power is only increasing.

Is Unity Software the Adobe of the real-time 3D world?

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.

Inflation is here

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.

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.

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.

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

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?

Applying the Connor Leonard Framework

Value investor Connor Leonard successfully filters business opportunities into four subsets. We explore Reinvestment Moats – entrenched flywheels where management can redeploy capital at high incremental rates of return.

Insurance and Private Equity Go Hand-in-Hand Pt.2

An exploration of the structural drivers causing Insurance providers to abandon their legacy liabilities and why we expect to see many more alternative asset manager transactions.

What is the Metaverse?

The vision for the Metaverse is that humans will increasingly live in a growing collection of spaces – both physical and digital – that mesh together seamlessly. Similarly, our social lives will increasingly span the physical and real-time 3D digital realms, as will our economy.

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.

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.

Sohn Hearts & Minds conference 2019 – Montaka’s Andrew Macken & Chris Demasi

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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