Montaka Global Equities Fund
This fund offers investors access to our Montaka Variable Net strategy in an Australian unit trust with daily pricing and $1 million minimum investment.
The Montaka Global Equities 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 when they are undervalued, whilst also (short) selling 25-40 stocks based on a proprietary framework that classifies them into at least one of the following categories: (i) thematic structural declines, (ii) divergent expectations; (iii) asymmetries; and/or (iv) misperceptions. The net exposure to the market (long exposure minus short exposure) is typically between 30 per cent and 70 per cent; and can vary over time as market conditions change.