Month: February 2022

AI whitepaper Montaka Global

Whitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)

(As mentioned in the AFR) Montaka believes AI will drive much, much more demand for compute and storage – both in the cloud and at the edge – than many are expecting today. Furthermore, the long-term winners are already known today with a high degree of certainty and we believe the current stock prices of these businesses are failing to adequately reflect what Montaka’s sees on the horizon.

sell off market correction

2022 investing game plan: The recent sell-off has put mega caps on sale

– Chris Demasi   As Mike Tyson said, ‘everyone has a plan…until they get punched in the face’. That must be how a lot of investors feel just one month into 2022 after sharp falls in equity markets in January. But this recent bout of volatility and market weakness should not be a time to …

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Montaka Global Investments

Why the market is failing to appreciate ServiceNow’s potential

-Amit Nath   It is rare to see a side-hustle turn into a $US100bn enterprise software giant, but this incredible feat is exactly what ServiceNow has achieved. Perhaps even more incredible though, is the core driver of ServiceNow’s success remains significantly under-monetized.   ServiceNow has performed well but remains under appreciated Source: Bloomberg   ServiceNow …

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why tech stocks are NOT overvalued

Why R&D masks earnings & value in today’s mega-techs

– Andrew Macken   In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North American majors suggests they are more expensive, say, than most of the big non-financial ASX-listed companies. You need to pay a higher multiple …

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Our Montaka Long Only funds strive
to act as a core, high conviction, global portfolio holding. 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 long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this fund 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. 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 long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this fund results in a net market exposure of approximately 100 percent most of the time.