Zenith recommended Montaka funds
Zenith recommended Montaka funds
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Zenith assigns ‘Recommended’ rating to listed Montaka funds

Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only Equities Fund (ASX: MOGL).

-Montaka Team

 

Montaka Global, a specialist global equities manager, has received ‘Recommended’ ratings for its two ASX-listed funds from Zenith Investment
Partners, a leading Australian investment research provider.

Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only
Equities Fund (ASX: MOGL).

“Zenith’s ratings provide a rigorous and credible endorsement of our two ASXlisted funds,” says Montaka’s Co-Founder and Portfolio Manager Christopher Demasi. “We are fully committed to superior long-term compounding of our investors’ capital by investing in high-quality companies with attractive growth opportunities. Our open-ended listed vehicles, MKAX and MOGL, are making it easy and transparent for investors to access to our strategies.”

MKAX offers a high conviction, active extension exposure to global equities. MOGL offers a concentrated long-only global equities exposure. The unlisted versions of the funds – Montaka Global 130/30 Fund and the Montaka Global Long Only Fund – are currently also rated Recommended by Zenith.

Zenith said it believes the MKAX and MOGL funds are well placed to deliver on their investment objectives. “Zenith’s conviction in the funds is underpinned by the highly capable investment team,” Zenith says. “In particular, we have a strong opinion of Macken and Demasi, whom we consider to possess short-selling expertise and differentiated thought processes. Furthermore, we believe the portfolio managers have formed a solid partnership.”

Zenith noted that Chief Investment Officer and Co-Founder, Andrew Macken, and Chris Demasi “have 12 and 14 years of investment experience, respectively.”
“We have made huge progress at better aligning Montaka with our end investors, and this is further proof that the independent researchers at Zenith agree,” Demasi adds. “We are committed to providing direct and intermediated clients with multiple access points to our strategies across both the listed and unlisted space.”

Please click on the buttons below to access the fund documents for the Zenith recommended funds MKAX & MOGL.

MKAX Factsheet

MKAX PDS

MOGL Factsheet

MOGL PDS

Feel free to contact us for more information by calling us on 02 7202 0100 or mail us on office@montaka.com

 

 

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned ASX:MKAX September 2021; ASX:MOGL September 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners. com.au/RegulatoryGuidelines

 

Our Montaka Long Only funds strive
to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, 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 Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds 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. Consistent with the long portfolios in our Montaka Variable Net funds, 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 Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds 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.