Q1 2021
Q1 2021
5

Quarterly Update (Q1 2021)

In this quarterly update, Andy & Chris highlight the structural advantages a few of Montaka’s largest holdings. They also touch base on a new position that was added to Montaka’s portfolio during the quarter. Get insights on all this and more in this quarterly update video.

– Andrew Macken & Christopher Demasi

 

We discuss a few of our largest holdings and investment themes in this video. It’s been an interesting quarter filled with a lot of possible distractions – from pockets of speculative behavior in SPACs, cryptocurrencies, non-fungible tokens, and even Australian property – to the supposed threat of inflation and fears of higher bond yields. But we believe that when investors calmly take a step back from the noise, they will see a highly supportive economic backdrop for long-term equity prices. It is one thing to identify attractive future markets and who the high-probability winners are in each space, but it’s another to make sure that these businesses are acquired at reasonable prices. When looking through Montaka’s current portfolio holdings, rest assured that our analysis suggests that every one of these businesses remains undervalued today.

 

Andrew Macken is the Chief Investment Officer and 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