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Montgomery Global Fund

This fund offers investors access to our Montgomery Global Long Only Equities strategy in an Australian unit trust with daily pricing and $25k minimum investment.

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The Montgomery Global Fund is usually limited to stocks listed on major global stock exchanges with a focus on North America, Western Europe, the United Kingdom, Japan, Hong Kong, Singapore and Australia.

The fund’s typical activity includes investing in 15-30 high conviction extraordinary businesses, well positioned in attractive industries, when they are undervalued; whilst also holding cash when appropriate. The strategy typically remains unhedged to foreign currency movements; though tactical currency hedging can be employed in extreme circumstances or around geopolitical events.

 

The Fund’s benchmark is the MSCI World Total Return Index in Australian dollar terms.

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PDS - Montgomery Global Fund

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STRATEGIES
CONTACT US
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
SITE MAP
Strategies
CONTACT US
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

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Our Montaka Global Long Only 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.

Our Montaka Active Extension strategy strives 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 strategy results in a net market exposure of approximately 100 percent most of the time.

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

Our
Strategies

Our Strategies

Our Montaka Global Long Only 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.

Our Montaka Active Extension strategy strives 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 strategy results in a net market exposure of approximately 100 percent most of the time.

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