Montaka Global 130-30 Fund
This fund offers investors access to our Montaka Active Extension strategy in an Australian unit trust with daily pricing and $1 million minimum investment.
The Montaka Global 130/30 Fund is usually limited to stocks listed on major global stock exchanges with a focus on North America, Western Europe, the United Kingdom, Japan, Hong Kong, Singapore and Australia.
The fund’s typical activity includes investing in 15-30 high conviction extraordinary businesses when they are undervalued, whilst also (short) selling 25-40 stocks based on our proprietary framework that classifies them into at least one of the following categories: (i) thematic structural declines, (ii) divergent expectations; (iii) asymmetries; and/or (iv) misperceptions. The net exposure (long exposure minus short exposure) to the market would typically remain at approximately 100 percent at all times.