Month: October 2015

Amex

The iconic American Express Centurion Card, made from anodized titanium, etched by laser, with limitless spending capability and dedicated concierge service commands a premium annual fee that runs in the thousands and has remained elusive for all but the privileged few individuals. So it is with great irony that American Express shares are currently trading …

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Harvard looking for short-sellers

A couple of weeks ago, the Financial Times published an article highlighting the cautiousness Harvard’s $38 billion endowment fund was now exercising with respect to its outlook for global financial markets. It’s perhaps little wonder. Take a look at the table below circulated by economic observer, Cullen Roche, last month. Every single major asset class …

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Welcome George

Last month the Montaka team welcomed a new Research Analyst by the name of George Hadjia. George is an outstandingly gifted financial analyst with previous experience at Sydney-based equities shop, Private Portfolio Managers. George’s background is in global equities and he joins with a deep understanding of the principles of value investing. His formal education …

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Getting to know the Montaka portfolio – Part II

We last wrote about the Montaka portfolio from the perspective of geographical exposures. We now turn to the industries to which our clients’ capital is exposed. The most commonly used industry classifications are known as GICS sectors. GICS stands for Global Industry Classification Standard and was developed and agreed upon by MSCI and S&P in …

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Our Montaka Long Only funds strive
to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, 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 funds strive for maximised return over the long-term. Owning the Montaka Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net funds strive 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 these funds are our flagship long-short.

Our
Funds

Our Funds

Our Montaka Long Only funds strive to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, 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 funds strive for maximised return over the long-term. Owning the Montaka Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net funds strive 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 these funds are our flagship long-short.