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Unique global investment opportunities for capital aware investors.
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About Montaka

Montaka blends its talented, diverse and experienced team of individuals with a unique approach to global equity investing and extreme alignment with investors.

Our Montaka strategy provides individuals, families and their investment entities with the opportunity to create long-term value from both the expansion of carefully selected extraordinary global businesses and the deterioration of those that are identified as inferior and flawed. Investors may also benefit from offshore diversification, while being potentially protected from a decline in equity markets more generally.

Our Name

Our name, Montaka, is a portmanteau of Montgomery and Mintaka.

Mintaka is a double-star in the constellation Orion, 7000 times brighter than the sun, and one of the few observable from both North America and Australia.

The Mintaka double-star, represented by our logo, represents a core belief that harnessing the synergistic power of combined elements achieves superior outcomes for our investors.

Montgomery is a premier Australian boutique fund manager and a partner in the founding of our business.

Unique

Opportunities to create value from extraordinary global businesses are revealed through the application of our unique “expectations first” approach to investing. We only buy businesses when the market-implied expectations built into a stock’s price are too conservative.

And creating value from deteriorating businesses and declining markets requires the application of a tested and proven proprietary investment framework that leverages the unique international skillset and experiences of Montaka’s investment team.

Proprietary quantitative models are employed to generate a systematic universe of opportunities, that are subsequently subjected to the team’s investment experience and fundamental research skillset to produce a superior and repeatable investment process that can be applied with consistency.

Protecting Capital

For any given return, the profile of those returns – the path taken to get there – is even more important. Employing a quality, value investing approach can reduce risk. And we believe successfully taking short positions that profit from deteriorating or flawed businesses and industries, as well as declining markets can mitigate risk further. The inclusion of these investments reduces the investor’s exposure to the market and its vicissitudes overall.



Our Montaka Strategy

Montaka provides investors from all around the world the opportunity to benefit from both the value created by extraordinary businesses purchased at discounts to intrinsic value, as well as the decline in value of deteriorating businesses and industries. Greater capital protection may also be provided when markets turn down.

Typically 15-30 holdings in the equities of extraordinary global businesses are partially offset by 25-40 short positions in the equities of deteriorating global businesses.

The result of this combination is a reduced Net Market Exposure, typically ranging between 30 and 70 per cent. Owning $100 worth of extraordinary global businesses and offsetting this with $60 seeking to profit from deteriorating or flawed businesses and industries produces, for example, a net exposure of $40. For every $100 invested in our Montaka strategy, investors are exposed, in this example, to $40 of risk from the general movement of the market.

In addition to the diversification benefits of global companies and foreign currencies, should the market suddenly drop by a hypothetical 10 per cent, the above example produces an expected decline of approximately four per cent.

As a result of this decreased net market exposure, Montaka carries significantly less market risk compared to many of its typical equity fund peers. In fact, some investors might view Montaka as a substitute for fixed income bonds, rather than as an equity investment.

Global diversification benefits are derived from the typical geographical exposures of; 40-60 per cent North America; 20-40 per cent Western Europe/ UK; 20-40 per cent Asia/Australia; and 0-5 per cent elsewhere.

 



How To Invest

Australian wholesale investors may request an Information Memorandum, and international investors a Private Placement Memorandum, by completing your details.
The minimum investment is A$1 million. If you are not a wholesale investor please click here to find out more about our Australian retail feeder fund – Montaka Global Access Fund.

The Montaka Global Fund is available to wholesale clients only (as defined in sections 761G and 761GA of the Corporations Act 2001 (Cth)). By downloading a copy of the Information Memorandum for the Montaka Global Fund, you agree you are a wholesale client. You also agree that you will not distribute or otherwise make available a copy of the Information Memorandum to any person who is not a wholesale clients.

For further information, please call Matthew Briggs, Institutional Sales, Montaka Global Investments, on +61 2 8046 5000.

Our People

Montaka combines the unique experiences and complimentary skillsets of a diverse range of people in order to deliver superior outcomes for clients.

  • Andrew Macken

    Chief Investment Officer

    Andrew returned to Australia in 2014 to establish Montaka, and brought with him a highly valued skillset on the short side which is becoming increasingly valuable in today’s global equity market environment. After spending nearly four years as a senior member of Jim Chanos’ research team at Kynikos Associates, a multi-billion dollar global long/short fund based in New York, Andrew has developed particular expertise in short portfolio management. Prior to this, Andrew worked as a management consultant at Port Jackson Partners (PJP), a leading advisor to corporates based in Australia and abroad. At PJP, Andrew focused on corporate strategy for major clients both in Australia and overseas.

    Andrew holds a Master of Business Administration (Dean’s List) from the Columbia Business School in New York. While at Columbia, Andrew was a member of the Applied Value Investing program through the prestigious Heilbrunn Center for Graham & Dodd Investing. Previous to this, Andrew also graduated with a Master of Commerce (High Distinction), focusing on Finance; and First Class Honours with a Bachelor of Engineering under a Co-Op Scholarship from the University of New South Wales in Sydney.

    Andrew is a founding shareholder in Montaka Global Investments.

  • Christopher Demasi

    Portfolio Manager

    Christopher joined Montaka in January 2015 after more than four years with LFG, the private investment group of the Lowy family. Christopher was a senior member of the LFG investment team – a group focused on investing the family’s significant capital directly in public equities across a broad range of geographies and industries. After an initial period in Sydney, Christopher relocated to help LFG establish its New York office.

    Prior to this, Christopher worked as a Research Analyst at One East Partners, a multi-billion dollar global long/short fund based in New York, where he concentrated on fundamental and event-driven global equity investments. He began his career in the Investment Banking Division at Goldman Sachs in Sydney.

    Christopher holds a Bachelor of Commerce (Double Major in Actuarial Studies and Finance) with High Distinction under a Co-Op Scholarship from the University of New South Wales in Sydney.

    Christopher is a founding shareholder of Montaka Global Investments.

  • Amit Nath

    Senior Research Analyst

    Amit joined Montaka in April 2018 after spending seven years as a credit analyst at Credit Agricole and Citigroup, based in New York. Prior to this, Amit was an investment banker with Citigroup for five years in New York and Sydney, focusing on Media and Telecoms; Metals and Mining; and Consumer Products.

    Amit holds a Master of Commerce and a Bachelor of Engineering from the University of New South Wales in Sydney.

  • George Hadjia

    Research Analyst

    George joined Montaka in September 2015 as a Research Analyst.

    Prior to joining Montaka, George was an investment analyst at Private Portfolio Managers where he covered global equities across various industries, using a value investing framework. George’s prior experiences include equities research and investment banking roles at both Citi and Greenhill & Co.

    George studied at the University of Sydney and holds a Bachelor of Commerce with Distinction and a Bachelor of Laws.

  • Daniel Wu

    Research Analyst

    Daniel joined Montaka in June 2016 as a Research Analyst.

    Prior to joining Montaka, Daniel was an analyst in the investment banking divisions of UBS and Goldman Sachs, where he covered the Infrastructure, Utilities, Technology and Media sectors.

    Daniel studied at the University of Sydney and holds a Bachelor of Commerce with Distinction and a Bachelor of Laws.

  • Lachlan Mackay

    Research Analyst

    Lachlan joined Montaka in July 2018 as a Research Analyst after studying at the University of California, Berkeley where he holds a Bachelor of Arts (Applied Mathematics and Computer Science).

  • Paul Mason

    Chief Operating Officer

    Throughout Paul’s 20 years in the investment banking industry, he has gained experience as a COO in equity capital markets, operations, new business development, equity trading, listed/OTC derivatives, program trading, index arbitrage and prime services. Paul has also been the COO of a global investment and advisory business based in the US. Most recently, he has leveraged these skills to set up a consulting business providing advice to investment banks, other financial institutions and funds to help with change management, business strategy and development, controls improvement and operational and regulatory risk management.

  • Craig Morton

    Head of Global Business Development

    Craig was appointed Head of Global Business Development after consulting to Montaka Global Investments since August 2017, during which time he was active in the establishment of the ASX-Listed Montgomery Global Equities Fund (MOGL) and the Montaka Global Equities Fund.

    Craig has spent the past two decades at various investment banks in London, Johannesburg and Sydney in trading and sales roles across stock lending, prime brokerage and equity derivatives.

    Craig is a degree Chartered Accountant, holds a Bachelor of Business Science (Finance) from the University of Cape Town and an Honours in Accounting from the University of South Africa.

  • Matthew Briggs

    Global Institutional Distribution

    Matthew joined Montaka as a Consultant responsible for Institutional Sales. Previously Matthew was a Director of Institutional Distribution at Bennelong Funds Management and prior to that he had a twelve-year career at Citigroup in London and Sydney, where he was Vice President of Prime Finance.

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