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 offering.

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 distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

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 offering.

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 distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

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21 Jul 2020
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Quarterly Update (Q2 2020)

To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.

 

- Andrew Macken

 

The world has changed drastically over recent months and our portfolios have also been updated to reflect the new realities we face today. With the June quarter now behind us, that rounds out an extraordinarily turbulent 12 month period. Of course, the most significant event by far was the covid pandemic. And to put this into context, the Bank of International Settlements believe there is a good chance this will not only be the defining event of the year, but of the 21st century for economic historians. And of course, as we know, it’s not over yet.

But what we do know is that the world has changed drastically over recent months. And our portfolios have also been updated to reflect the new realities we face today. While the covid-19 crisis is far from over, we do see some areas of attractive investment opportunity around digitisation – both of the enterprise and the consumer – which have accelerated in recent months.

We continue to believe the coming months and years will present us with opportunities to make attractive, multi-generational investments. Our current defensive positioning positions us well to take advantage of these and, in our view, maximises the probability of delivering outsized long-term returns.

We feel deeply privileged for the trust you continue to place in us to protect and grow your wealth, alongside our own wealth. We are confident we have the right structure and people to endure and succeed for our investors.

 

Andrew Macken is the Chief Investment Officer at Montaka Global Investments.

To learn more about Montaka, please call +612 7202 0100.

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