Trending Insights

Access our latest research and insights from the Montaka Investment Team

GameStop
The GME Saga

Just like any hot stock that disconnects from fundamentals in an extreme way, it becomes a ticking time bomb before it crashes back down to reality. It’s unclear where the GameStop stock will trade over the coming days and months, but trees don’t grow to the sky.

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Gamestop Montaka
Will this new Game ever Stop?

GameStop was one of a number of stocks identified on Reddit as being highly-susceptible to a short-squeeze. In the month of January 2021, GameStop (NYSE: GME), increased by more than 1,600%, from $19 to $325 per share.

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Quarterly update
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.

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Disruptive vision
Executing a Disruptive Vision

Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it's rarely true.

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CME group
Liquidity begets liquidity: CME Group

Derivatives exchanges are becoming increasingly important in global markets today. In this article, we examine factors contributing to CME group's privileged position and whether it can be classified as a monopoly.

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Emerging economies digitising
Emerging Economies Are Digitising – Fast

Emerging digital economies such as Latin America and India have accelerated in their bid to catch up to major developed nations, taking advantage of pandemic-related digital transformations by investing strongly in e-commerce and mobile communications. The next decade will be an exciting and opportune phase for these rapidly growing regions.

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Alibaba is no way limited to just China
Alibaba is more than just China

Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace?

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Trending Insights

Access our latest research and insights from the Montaka Investment Team

CAC is the New Rent

Typically, rent is one of the largest costs for offline retailers. However, the internet has given rise to a new set of dynamics in an online world for consumer firms with customer acquisition cost (CAC) usurping rent in importance.

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Why investing is hard

As Warren Buffett once said: “Price is what you pay; value is what you get.” This simple definition underpins the logical pursuit of value investors to make investments in businesses only when prices are materially below their true value.

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Our thoughts on the Ant Group IPO

Chinese payments and fintech giant Ant Group is expected to IPO at a valuation exceeding US$200 billion. This marks the first time a large Chinese payments platform has filed standalone financials publicly, which should provide investors with some interesting insights.

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Googling Through Alphabet’s Bag of Bulging Businesses (Part II)

There appears to be a common thread running through Google parent, Alphabet's strategic vision and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however it appears this is not a one-off situation. There are several similar industry entry strategies, at varying stages of development,...

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Quarterly Update (Q3 2020)

In this quarterly update, Andrew Macken, Montaka's Chief Investment Officer touches upon a range of possible medium-term economic outcomes. He also shares a brief update on our current portfolio positioning.

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How to Invest

We would love to hear from you. Whether we can help to compound your wealth, or you would just like to learn more, please get in touch.

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 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.

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