Month: March 2020

How the coronavirus crisis could change society

Practically every major disruption or “black swan” event navigated by the human race has resulted in significant changes to society; the coronavirus will be no different. We present some potential long-term implications of this crisis which are likely to have ramifications for businesses, industries and the evolution of the investing environment for many, many years.

Coronavirus Correction

In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka’s CIO addresses two key questions which are being posed by investors. Have a look at this special edition of Montaka’s Spotlight series video to know more.

Blackstone: a valuable platform of satellites

Blackstone (NYSE: BX) has grown to become one of the world’s largest and highest-quality asset managers – managing a staggering US$571 billion in assets across the major asset classes. We believe Blackstone is well-positioned to capture: (i) the ongoing shift towards a core-satellite approach to portfolio construction; and (ii) the asset price appreciation that continues to flow from the ongoing structural decline in interest rates.

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.