Trending Insights

Access our latest research and insights from the Montaka Investment Team

GameStop
The GME Saga

Just like any hot stock that disconnects from fundamentals in an extreme way, it becomes a ticking time bomb before...

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Trending Insights

Access our latest research and insights from the Montaka Investment Team

GameStop
The GME Saga

Just like any hot stock that disconnects from fundamentals in an extreme way, it becomes a ticking time bomb before it crashes back down to reality. It’s unclear where the GameStop stock will trade over the coming days and months, but trees don’t grow to the sky.

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Gamestop Montaka
Will this new Game ever Stop?

GameStop was one of a number of stocks identified on Reddit as being highly-susceptible to a short-squeeze. In the month of January 2021, GameStop (NYSE: GME), increased by more than 1,600%, from $19 to $325 per share.

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Quarterly update
Quarterly Update (Q4 2020)

In this quarterly update, Chris Demasi, Montaka's Portfolio Manager reflects upon the new era ushered in by the coronavirus pandemic. This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits.

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Disruptive vision
Executing a Disruptive Vision

Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it's rarely true.

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CME group
Liquidity begets liquidity: CME Group

Derivatives exchanges are becoming increasingly important in global markets today. In this article, we examine factors contributing to CME group's privileged position and whether it can be classified as a monopoly.

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CAC is the New Rent

Typically, rent is one of the largest costs for offline retailers. However, the internet has given rise to a new set of dynamics in an online world for consumer firms with customer acquisition cost (CAC) usurping rent in importance.

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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 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 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