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

value investing
Applying the Connor Leonard Framework

Value investor Connor Leonard successfully filters business opportunities into four subsets. We explore Reinvestment Moats – entrenched flywheels where management can redeploy capital at high incremental rates of return.

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Covid-19 inequality
More inequality. More grievances. More debts.

We believe inequality will only become more extreme, with Covid-19 accelerating a number of the dynamics in our economic system that give rise to inequality. And growing inequality will feedback into our economic system in two key ways: more grievances and more debts.

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A look inside Montaka’s portfolio

An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings.

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What is the Metaverse?

The vision for the Metaverse is that humans will increasingly live in a growing collection of spaces – both physical and digital – that mesh together seamlessly. Similarly, our social lives will increasingly span the physical and real-time 3D digital realms, as will our economy.

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Apple and ATT
Apple Overplayed Its Hand

We have written in the past about Apple’s upcoming App Tracking Transparency (ATT) changes and their impact on ad publishers. In recent days, information has emerged that throws a spanner in the works for Apple’s plan.

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market bubble
A Bubble? Other Ways to See Market Value

The idea that we are in a market bubble is repeated constantly. Both public and private tech companies have been raising money at incredible valuations. Read on to know our take on whether this bubble exists.

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Online Marketplaces: Great Internet Enabled Business Models

The most durable, self-sustaining and valuable marketplaces connect consumers, suppliers and realign themselves as the clearinghouse in a transaction, reducing friction and increasing scale for both sides. We look at some key characteristics of successful online marketplace models.

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Facebook impact
Facebook is not as bad as some think

The profound impact FB has on society by creating and fostering opportunities for small businesses to efficiently and cheaply get their products discovered by consumers is often overlooked.

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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 Global Long Only 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.

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
Strategies

Our Strategies

Our Montaka Global Long Only 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.

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