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 offering.

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 distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

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 offering.

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 distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

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Montaka Global Investments provides investors from all around the world the opportunity to compound wealth over the long term through disciplined global investment strategies and a sophisticated approach to risk management.

Unique

Opportunities to create value from the world’s great, undervalued businesses are revealed through our unique “expectations first” approach to investing; while opportunities to create value from deteriorating, overvalued businesses are uncovered through the application and execution of our highly differentiated investment frameworks.

Creating value from growing businesses means understanding when they are undervalued, and businesses are only undervalued when the market is underestimating their true potential. That’s why we own businesses only when the market-implied expectations built into their stock prices are too conservative. Additionally, creating value from declining businesses and markets requires remarkable, highly structured analysis – which we perform through the application of our tested and proven proprietary investment framework designed to leverage the unique international skillset and experience of Montaka’s investment team.

Protecting Capital

A key ingredient to long term compounding is capital preservation.

We believe in preserving capital and mitigating risk. Employing a disciplined, quality, value-focused approach to global investing can safeguard capital, while taking successful positions in our long short strategies that profit from deteriorating, flawed, or declining businesses, industries and markets can further diminish risk. In our experience, the inclusion of these investments tends to be complementary in helping client portfolios achieve their objectives.

Our Montaka Strategy

We offer three strategies that all seek to compound the wealth of our investors over time. Each of the three offerings have a slightly different risk profile and approach to portfolio construction. They all share the same philosophy and the same underlying investment process and team.