We have recently increased our exposure to high-quality USD-denominated earnings streams and USD-denominated cash positions. This comes around six months after we increased our exposure to European assets following the result of the French election (and associated abatement of a significant tail-risk associated with a potential failure of the European Monetary Union). Informing this view […]
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Montaka Global Long Only Equities Fund (MANAGED FUND) ASX TICKER: MOGL
Montaka Global Long Only Fund
Montaka Global Extension Fund (QUOTED MANAGED HEDGE FUND) ASX TICKER: MKAX
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