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.
Are Passive Investment Strategies Past Their Use-by Date?
Christopher Joye writes an article about the limitations of EFT’s and the strategy behind short selling stocks. He mentions Montgomery’s new global funds run by Andrew Macken and Christopher Demasi. Read here.
Short story
Jonathan Shapiro writes an article about the relentless search for yield in the Australian share market. He mentions Jim Chanos of Kynikos Associates, Andrew Macken of Montaka and the future of short selling in Australia. Read here.