Welcome George
Last month the Montaka team welcomed a new Research Analyst by the name of George Hadjia. George is an outstandingly gifted financial analyst with previous experience at Sydney-based equities shop, Private Portfolio Managers. George’s background is in global equities and he joins with a deep understanding of the principles of value investing. His formal education […]
Getting to know the Montaka portfolio – Part II
We last wrote about the Montaka portfolio from the perspective of geographical exposures. We now turn to the industries to which our clients’ capital is exposed. The most commonly used industry classifications are known as GICS sectors. GICS stands for Global Industry Classification Standard and was developed and agreed upon by MSCI and S&P in […]
Getting to know the Montaka portfolio – Part I
As part of our efforts to promote transparency in Montaka, we publish the following charts each month to give our investors insight into the geographical regions to which their capital is exposed. The charts below illustrate the percentage of client capital that is exposed to each region in terms of where the underlying businesses are […]
Montaka’s Unique Approach
Christopher Demasi discusses Montaka’s structural advantage to protect capital and generate superior returns.
The Montaka research process
Andrew discusses the scalable and repeatable research process that underpins every investment made at Montaka.
The “Don Bradman” approach to investing
Montaka is a global fund born in Australia. And at this time of year, Australians spend much of their summer watching one of their fondest national sports: cricket. For readers that are unfamiliar with the game, it’s similar to baseball in that there is a batter and a pitcher (known is cricket as the “bowler”); […]
