Welcome Daniel

This month the Montaka team welcomed a new Research Analyst by the name of Daniel Wu. Daniel is an extremely sharp financial analyst with previous experience at Goldman Sachs and UBS in their investment banking division.

Daniel’s formal education was completed at the University of Sydney from which Daniel graduated with a Bachelor of Commerce with Distinction and a Bachelor of Laws. During this time, Daniel also completed a law exchange in the Netherlands and placed first in nearly all of his classes.

Interestingly, Daniel was referred to us by Montaka’s own George Hadjia. Daniel and George were class mates at the University of Sydney; and the pair even joined forces to compete in the Asia Pacific CFA Institute Research Challenge. This speaks to the passion that Montaka’s research analysts exhibit for investing.

Daniel impressed everyone here at Montaka. Apart from being wildly intelligent, Daniel is calm, thoughtful, and has demonstrated a willingness to learn from the beginning. His desire to continually hone his investing skills is a trait we all share on the Montaka research team. We are delighted to have Daniel 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. To learn more about Montaka, please call +612 7202 0100.

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Our Montaka Global Long Only 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.


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


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

Our
Strategies

Our Strategies

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.

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

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