Month: March 2017

Is tax reform really easier than healthcare reform?

Last Friday, the Republican plan to repeal Obamacare and overhaul the US healthcare system came crumbling down without even going to a vote. President Trump acquiesced to House Speaker Paul Ryan’s request to withdraw the American Health Care Act (“AHCA”) from consideration after it became apparent that the bill did not have enough Republican votes …

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The Hidden Value of Low Correlation

We recently wrote about the reward-per-unit-of-risk ratio. Ultimately, investing is entirely concerned with generating reward-per-unit-of-risk taken. And there are two obvious ways to boost this ratio: Boost the numerator: that is, identify skilful managers who implement sound investment process with extreme discipline; and/or Reduce the denominator. But how does one reduce the denominator? Well, there …

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Unveiling the Obamacare Replacement

On Monday 7 March, 2017, the House GOP unveiled its plan to repeal and replace Obamacare. Obama’s signature healthcare mandate required nearly all Americans to purchase health insurance, using the proverbial stick to push Americans towards healthcare coverage. The plan announced by House Republicans, on the other hand, uses a system of tax credits to …

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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.