Long Research

Spooked by the current tech sell-off? Bullwhip effect offers respite

Bullwhip effect: Why big tech’s woes are temporary (and their shares an extraordinary buying opportunity)

The real reason why investors are wrong to be spooked by big tech earnings. Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded massive declines. Many investors, are thinking about offloading these stocks but the silver lining is that the pain is very likely only temporary.

Google Aphabet and its AI prowess

How Alphabet is using AI to power its future business success

Investors overlook and take for granted that silently sitting beneath the surface of Alphabet is perhaps the most cutting-edge AI apparatus the world has ever seen. Artificial Intelligence is enhancing all areas of Alphabet’s business, from those with valuable monetization models including Search, YouTube and Cloud, to emerging opportunities like autonomous driving (Waymo).

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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Montaka Global Investments

Barbarians in your portfolio: The best way to access the private markets boom

Of the private market giants, our preferred option is Blackstone, the world’s number one player with $US731 billion of assets under management (AUM) across all asset classes. The company has grown its AUM by 16% per annum for the last decade. It has created a ‘flywheel’ where its success allows it to attract the best talent and best deals, that lead to further success.

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.