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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.

Montaka Global Investment

Sydney
Suite 101, 490 Crown Street
Surry Hills, NSW 2010 Australia

New York
1330 Avenue of America
New York 11355, USA

Phone: +612 7202 0100
Email: office@montaka.com

Meet the Team

We are a team of rigorous, intellectually energetic investment specialists.  Spanning New York and Sydney, we offer access to a deep and diverse pool of talent and experience.

Our Team
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Our Montaka Long Only funds strive
to act as a core, high conviction, global portfolio holding. 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 long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this fund 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. 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 long portfolio typically scaled up to approximately 130 percent - and the Montaka short portfolio typically scaled down to approximately 30 percent – this fund results in a net market exposure of approximately 100 percent most of the time.