Montaka provides investors from all around the world the opportunity to benefit from the value created by extraordinary businesses purchased at discounts to intrinsic value.

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.

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.

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.

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.