Quarterly update
Quarterly update
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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.

– Christopher Demasi

 

The coronavirus pandemic ushered in enormous change to the way we live, work, and entertain ourselves. Entirely new behaviours and practices became commonplace and trends that had already been set in motion were accelerated. Large marketplaces expanded and winning businesses were cemented.

This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits. We have also found wonderful opportunities across other sectors of the economy, like the payment network giants and large alternative asset managers, and over the next decade probabilities are favourable for them to compound shareholder value strongly.

Now as 2021 begins we believe conditions are favourable for equities broadly, recent record stock market levels and violent political confrontations in the US notwithstanding.

 

Christopher Demasi is the Portfolio Manager at Montaka Global Investments. To learn more about Montaka, please call +612 7202 0100.

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 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