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Montaka believes that global equities offer the best way to compound your wealth and help you deliver on your goals and desired lifestyle.
Our Montaka Strategy
Greater capital protection may be provided when markets turn down. Typically 15-30 holdings in the equities of extraordinary global businesses are partially offset by 25-40 short positions in the equities of deteriorating global businesses.
The result of this combination is a reduced Net Market Exposure, typically ranging between 30 and 70 per cent. Owning $100 worth of extraordinary global businesses and offsetting this with $60 seeking to profit from deteriorating or flawed businesses and industries produces, for example, a net exposure of $40. For every $100 invested in our Montaka strategy, investors are exposed, in this example, to $40 of risk from the general movement of the market.
Montaka’s core objective is to maximise the probability of achieving strong multi-decade compounding of our investors’ wealth, alongside our own wealth.
Montaka’s believes the safest way to deliver attractive long-term compounding is to own a high-conviction, concentrated portfolio of the world’s long-term winning businesses, in attractive markets, without overpaying. Montaka marries our top-down analysis of transforming industries with our detailed bottom-up analysis of individual businesses, consistent with Montaka’s Responsible Investment Policy. Montaka rigorously analyses the expectations for key business value drivers which are implied by any given stock price to ensure that we do not overpay for Montaka’s investments. Finally, Montaka seeks to construct our portfolios to reflect Montaka’s best thinking at all times and strives to preserve capital wherever possible.
Greater capital protection may be provided when markets turn down. Typically 15-30 holdings in the equities of extraordinary global businesses are partially offset by 25-40 short positions in the equities of deteriorating global businesses.
The result of this combination is a reduced Net Market Exposure, typically ranging between 30 and 70 per cent. Owning $100 worth of extraordinary global businesses and offsetting this with $60 seeking to profit from deteriorating or flawed businesses and industries produces, for example, a net exposure of $40. For every $100 invested in our Montaka strategy, investors are exposed, in this example, to $40 of risk from the general movement of the market.
Montaka’s core objective is to maximise the probability of achieving strong multi-decade compounding of our investors’ wealth, alongside our own wealth.
Montaka’s believes the safest way to deliver attractive long-term compounding is to own a high-conviction, concentrated portfolio of the world’s long-term winning businesses, in attractive markets, without overpaying. Montaka marries our top-down analysis of transforming industries with our detailed bottom-up analysis of individual businesses, consistent with Montaka’s Responsible Investment Policy. Montaka rigorously analyses the expectations for key business value drivers which are implied by any given stock price to ensure that we do not overpay for Montaka’s investments. Finally, Montaka seeks to construct our portfolios to reflect Montaka’s best thinking at all times and strives to preserve capital wherever possible.
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.
