Best trades of 2021
Best trades of 2021
5

Montaka named in AFR Chanticleer column’s ‘Five best trades of 2021’

For investors, private markets 'were the place to be in 2021' and the best way to play the sector was owning the world's three most prominent asset managers, Blackstone, KKR and Carlyle. It noted that Montaka owned all three companies in its portfolio and quoted our portfolio manager Chris Demasi.

Montaka Team

 

The Australian Financial Review’s prestigious Chanticleer column has named Montaka’s investment in private markets giants Blackstone, KKR and Carlyle one ‘The five best trades of 2021(excerpt from the article is shared below).

The column said private markets “were the place to be in 2021” and the best way to play the sector was owning the world’s three most prominent asset managers, Blackstone, KKR and Carlyle.

It noted that Montaka owned all three companies in its portfolio and quoted Montaka’s portfolio manager, Chris Demasi, saying they all still had significant growth opportunities.

 

Read more on our views on the ongoing potential of private markets by clicking below:

Barbarians in your portfolio

Why The Carlyle group maybe the next Blackstone 

Blackstone begins its boom

 

A snippet from the article is shared below, as quoted in the Australian Financial Review:

The five best trades of 2021

– Tony Boyd

The world’s smartest investors were trading carbon, crypto, private asset managers, fossil fuels and Sydney harbourside property this year.

 

Any list of the five best trades of 2021 is bound to be subjective and miss top-performing assets close to the hip pocket nerves of Chanticleer readers.

Also, putting the spotlight on short-term performance could be seen as encouraging speculative behaviour. But that is not the intention.

As followers of the Chook super fund would know, the belief in the chookyard is that the key to successful investing is a diversified portfolio of assets delivering long term, compounding growth.

Nevertheless, there are sure to be lessons from reviewing some of the world’s best-performing assets during a pandemic that caused unprecedented upheaval in every corner of the global economy.

It is for these reasons the word “trade” has been interpreted liberally to include high-performing individual assets as well as sectors and asset classes that delivered phenomenal returns.

The list excludes the sort of collectables beyond the reach of the retail investor such as fine French wine, vintage watches, Banksy’s art, obscure antiques and the exotic, petrol-guzzling cars favoured by PR man John Connolly.

 

 

Tony Boyd is the Chanticleer columnist. He has more than 35 years’ experience as a finance journalist.

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.