Triumphant disrupters are never easy to pick
In this column, published in the Australian Financial Review, George Hadjia discusses various ways technology has caused ‘disruption’. Read here.
It’s a tough time for free-to-air TV
In this column, published in the Herald Sun, Andrew Macken observes some headwinds in the recently filed annual results of Seven West Media. Read here.
It’s tricky to figure out the worth of a legal conundrum
In this column, published in the Herald Sun, Andrew Macken discusses the most recent set of financial data disclosed by Slater & Gordon. Read here.
Why China is stuck between a rock and a hard place…
In this column, published by the Australian Financial Review, Jonathan Shapiro hosts a panel of emerging fund managers, including Montaka’s Andrew Macken, to discuss the Chinese economy. Read here.
Be different but be sure you’re right
In this column, published in the Herald Sun, Andrew Macken discusses the drivers of headwinds that continue to challenge the producers of coal globally. Read here.
Five megatrends shaping new investment opportunities
Although Australia has a bustling economy, we sometimes forget it represents just two per cent of the global economy. This presents Australian investors with a challenge and an opportunity to identify and gain exposure to some of the largest structural global megatrends. Why consider megatrends when investing in stocks? Structural trends can provide a sustained […]
Structural Headwinds in Office Supplies
In this column, published in the Herald Sun, Andrew Macken discusses the challenges in the office supplies business. Read here.
Understanding Competitive Advantage
Mark Story writes an article about understanding a company’s competitive advantage. He mentions Portfolio Manager Andrew Macken and his view on a range of businesses. Read here.
The devil may wear Prada, but should smart investors shun the stock?
Assif Shameen writes an article about how Beijing’s crackdown on corruption has presented an opportunity to short Prada. He mentions Portfolio Manager Andrew Macken and his view on the future for Prada. Read here.
Montaka’s Andrew Macken picks Prada as a Leading Short Candidate
Jonathan Shapiro writes an article about Montaka. He mentions Portfolio Manager Andrew Macken and the investment philosophy that will be used to find companies to short. Read here.
