Trending Insights

Access our latest research and insights from the Montaka Investment Team

Trending Insights

Access our latest research and insights from the Montaka Investment Team

Why short assertions lack the gravitas they used to possess

Jemima Whyte, Jonathan Shapiro and Vesna Poljak published an article in the Australian Financial Review which elaborates Montaka CIO Andrew Macken’s views about why short sellers are increasingly being discredited thanks to quickly dished out half-baked research efforts. Typically, good short reports take a couple of months to play out. Read more on this by clicking here.

Continue Reading

KRAFT HEINZ IS A WARNING TO NOT ALWAYS INVEST LIKE WARREN BUFFETT

Jonathan Shapiro published an article in the Australian Financial Review where he discusses how one of Buffett’s biggest positions, Kraft Heinz fell 30 per cent after it made a host of horror revelations. Jonathan mentions how the Montaka funds have been actively betting against Kraft Heinz. Read here. 

Continue Reading

Hearts & Minds investments: Montaka’s best idea and why

Chris was previewed by the Hearts & Minds LIC (HM1). He articulates the investment thesis on Airbus which he pitched as a long idea at the Sohn Hearts & Minds conference in November last year and was selected by the HM1 Investment Committee as an investment in the LIC. Read here.

Continue Reading

Gillette, the best a brand can get?

Jonathan Shapiro published an article in the Australian Financial Review which discusses Gillette. We have previously written on the challenges for big consumer brands and Gillette is a 117-year-old company which pioneered the disposable razor, but in the age of Amazon the big brands are under serious threat. Read here.

Continue Reading

How to Invest

We would love to hear from you. Whether we can help to compound your wealth, or you would just like to learn more, please get in touch.

Our Montaka Active Extension strategy strives 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 strategy results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net strategy strives 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 strategy is our flagship long-short

Our Montgomery Global strategy strives to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka strategies, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark. Branded as “Montgomery Global” in Australia to reflect a key.

Our
Strategies

Our Strategies

Our Montaka Active Extension strategy strives 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 strategy results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net strategy strives 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 strategy is our flagship long-short

Our Montgomery Global strategy strives to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka strategies, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark. Branded as “Montgomery Global” in Australia to reflect a key.