Month: May 2019

As democracies fragment, autocracies strengthen

Are democracies fragmenting? It certainly appears so. In numerous democratic political systems around the world, we are seeing a rise in the success of minor parties and independent candidates. Major parties – on both sides of the political spectrum – that have dominated for generations are failing to retain their vote. Power is increasingly being …

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Beware of “Network Effects”

The term network effects gets thrown around a lot, particularly when describing tech platforms. However, only a select number of businesses experience genuine network effects, and not all network effects are created equally. A recent video by venture capital firm Andreesen Horowitz sheds some light on this topic, and provides useful information to build out a …

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Cruise Lines: Smooth Sailing or Heading for an Iceberg

The team at Montaka Global recently looked at the cruise line industry and thought it might be interesting to share some of our insights with our investors and friends of the firm. The cruise line Industry is highly consolidated with the three largest players representing ~80% of industry revenues. Carnival / CCL is the world’s largest cruise line …

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Three trillion-dollar tech giants walk into an earnings season…

Over the last week or so, three of the four most valuable companies in the world have reported financial results for their most recent respective fiscal quarters. We will spend some time in this post looking at the key findings in the reports of Microsoft, Apple and Alphabet. The time and effort spent is worthwhile …

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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.