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

Investors focussing on the short-term rather than long
Why short-termism is both a travesty and an opportunity

Graham Hand, editor at Firstlinks interviews Chris and discuss investor's short-term outlook. On any given day, whether the stockmarket rises or falls is a coin toss, but stay invested for 10 years and the odds are excellent. It's at times of market selloffs that opportunities present for long-term investors.

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Theme junkies
Why have investors become theme junkies?

In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all.

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Tech-bubble
Global tech-bubble or opportunity

Andy recently sat down with NAB's Gemma Dale to discuss the valuations of global technology stocks and whether or not investors should be concerned about the tech-bubble. Listen to the podcast here.

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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.

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How to Invest

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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.