Welcome George

Last month the Montaka team welcomed a new Research Analyst by the name of George Hadjia. George is an outstandingly gifted financial analyst with previous experience at Sydney-based equities shop, Private Portfolio Managers. George’s background is in global equities and he joins with a deep understanding of the principles of value investing. His formal education was completed at the University of Sydney from which George graduated with a Bachelor of Commerce with Distinction and a Bachelor of Laws.

Interestingly, we came across George through an industry contact in New York.  He happened to meet George in the US and was immediately impressed. Upon hearing George’s Australian accent, my contact recommended we connect in Sydney. When I met George I was immediately impressed with his deep understanding of the principles of investing as well as his genuine passion for researching and analysing businesses and industries of all varieties. As is the case for all of us on the Montaka team, George’s research is more of a lifestyle choice than a job. We are all lifetime students of investing. 

Most importantly for me, however, was George’s temperament. Never before had I come across such a gifted young analyst who was so grounded. George is an immediate fit with the broader Montaka team and has already contributed meaningfully to the Montaka research process. We are delighted to have George on board to help protect and grow the wealth of Montaka’s investors.

Screen Shot 2015-11-11 at 12.08.48 pmAndrew Macken is a Portfolio Manager with Montgomery Global Investment Management.

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Our Montaka Long Only funds strive to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark.

Our Montaka Active Extension funds strive for maximised return over the long-term. Owning the Montaka Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net funds strive 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 these funds are our flagship long-short.

Our
Funds

Our Funds

Our Montaka Long Only funds strive to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark.

Our Montaka Active Extension funds strive for maximised return over the long-term. Owning the Montaka Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net funds strive 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 these funds are our flagship long-short.