The Montaka 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 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.
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