Month: July 2017

We are living in a personalized world

“Consumer expectations have sky-rocketed to the point that hyper personalization is no longer optional for brands, it’s imperative,” said Adobe’s Aseem Chandra this week. This is a clear trend we have been observing for some time. Consumers demand tailored experiences to their individual preferences. And this is dividing the consumer-facing business landscape into two groups: …

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At Google, look at the incremental economics

When Alphabet (NASDAQ: GOOGL) reported its 2Q17 result this week, its shares immediately dropped 3 percent in after-hours trading. While company revenues were largely in-line with the market’s expectations, its operating income fell short by more than 20 percent. Said another way, Alphabet’s profit margins came in at levels below the market’s expectations. There is …

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Will Balance Sheet Normalisation Deflate Asset Prices?

For the first time since the Fed began its quantitative easing program in 2009, the FOMC announced in June it would start a gradual unwind of its balance sheet sometime this year. For those who could benefit from a simple explanation of what this means, see the following bullet points: Prior to the Fed embarking on …

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Demand for planes will keep Airbus flying for decades

In late June of this year Le Bourget Airport in north Paris played host to the 52nd Paris Air Show. The event is held every other year and provides manufacturers – primarily Airbus and Boeing – the opportunity to showcase their aircraft to potential customers and, more importantly, to negotiate deals for new planes. This …

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St James’s Place is the wealth(y) platform you never noticed

Platforms: the usual suspects We view the platform business model as one of the greatest business models for investors to own. Platform businesses provide the necessary common infrastructure upon which an ecosystem of businesses, products and services can be accessed by users, customers, vendors and partners. They benefit from advantages related to scale, access 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.