Month: October 2016

China’s stealthy currency devaluation

We’ve all been hearing plenty about the depreciating Pound Sterling post-Brexit. We’ve been hearing about the depreciating Euro and the Japanese Yen. We’ve even been hearing about the depreciating Swedish Krona. But perhaps the most important devaluation of all is the one about which we have been hearing very little. Rewind the clock by 15 …

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Superforecasting Part II: Portrait of a modal superforecaster

In Part I of this two-part series, we covered a framework for improving one’s forecasting skills that started with asking good questions, quantifying one’s forecasts, and keeping score of the outcomes. Part II will conclude with a portrait of the modal superforecaster. In his book “Superforecasting: The Art & Science of Prediction”, Tetlock identifies a …

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Would Kindleberger expect a boom in the US?

Earlier this year on my honeymoon, I was sitting by the pool re-reading the financial history classic: “Manias, Panics and Crashes” by the legendary Charles Kindleberger. Required reading for any student of financial history (though not necessarily on one’s honeymoon), I was struck by the way many historical booms and busts tended to rhyme. And …

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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.