Our Montaka variable net strategy strives 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 strategy is our flagship long-short offering.

This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.

This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.

Our Montaka 130/30 extension strategy strives for maximized upside return. Owning the Montaka long portfolio scaled up to approximately 130 percent - and the Montaka short portfolio scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent at all times.

Our Montaka 130/30 extension strategy strives for maximized upside return. Owning the Montaka long portfolio scaled up to approximately 130 percent - and the Montaka short portfolio scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent at all times.

Our Montaka 130/30 extension strategy strives for maximized upside return. Owning the Montaka long portfolio scaled up to approximately 130 percent - and the Montaka short portfolio scaled down to approximately 30 percent – this strategy results in a net market exposure of approximately 100 percent at all times.

Our Montgomery Global strategy strives to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka strategies, this offering is focused on owning the world’s high quality, undervalued businesses – and cash when appropriate – to outperform its benchmark. Branded as “Montgomery Global” in Australia to reflect a key distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

Our global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.

Our global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.