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Montaka Global Investment’s talented, diverse, and highly accomplished team of investment specialists passionately believe in our unique approach to global equity investing as well as extreme alignment with our investors.

Our Team

We leverage the wide range of unique experiences and complementary skillsets of its team members to deliver superior outcomes for clients.

Aafreen Awad

Marketing & Communication

Alistair Dunne

Hillcrest Strategic Partners

Amit Nath

Senior Research Analyst

Andrew Macken

Chief Investment Officer

Christopher Demasi

Portfolio Manager

Craig Morton

Chief Financial Officer

Damian Craven

Hillcrest Strategic Partners

George Hadjia

Research Analyst

Giles Goodwill

Private Client Manager

Justin Bradshaw

Operations Manager

Lachlan Mackay

Research Analyst

Matthew Briggs

Investment Specialist

Paul Mason

Consultant COO

Phill Namara

Research Analyst

Aafreen Awad

Marketing & Communication

Amit Nath

Senior Research Analyst

Andrew Macken

Chief Investment Officer

Christopher Demasi

Portfolio Manager

Craig Morton

Chief Financial Officer

George Hadjia

Research Analyst

Lachlan Mackay

Research Analyst

Matthew Briggs

Investment Specialist

Paul Mason

Consultant COO

Phill Namara

Research analyst

Damian Craven

Hillcrest Strategic Partners

Alistair Dunne

Hillcrest Strategic Partners

Giles Goodwill

Private Client Manager

Justin Bradshaw

Operations Manager

Aafreen Awad

Marketing & Communication

Amit Nath

Senior Research Analyst

Andrew Macken

Chief Investment Officer

Christopher Demasi

Portfolio Manager

Craig Morton

Chief Financial Officer

George Hadjia

Research Analyst

Lachlan Mackay

Research Analyst

Matthew Briggs

Investment Specialist

Paul Mason

Consultant COO

Phill Namara

Research analyst

Damian Craven

Hillcrest Strategic Partners

Alistair Dunne

Hillcrest Strategic Partners

Giles Goodwill

Private Client Manager

Justin Bradshaw

Operations Manager

Talk to Our Team

We would love to hear from you. Whether we can help to compound your wealth, or you would just like to learn more, please get in touch.

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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

Copyright © 2020 Montaka Global Investments         Privacy  |  Terms  |  Disclaimer  |  TMD

Aafreen Awad

Marketing & Communication

Aafreen (Aafy) joined Montaka in August 2019 to help coordinate Montaka’s marketing and communications. She holds an MBA in Marketing and has nearly a decade of experience in fields such as market research, business consulting, digital and offline marketing. 

Aafreen Awad

Marketing & Communication

Aafreen (Aafy) joined Montaka in August 2019 to help coordinate Montaka’s marketing and communications. She holds an MBA in Marketing and has nearly a decade of experience in fields such as market research, business consulting, digital and offline marketing. 

Alistair Dunne

Hillcrest Strategic Partners

Alistair founded Hillcrest Strategic Partners in 2021 and partnered with Montaka to expand the coverage of the Australian intermediary market, also in 2021.

Alistair is a distribution executive with over 20 years’ experience in the industry, building strong relationships across advice groups across Australia. He most recently ran distribution for Contango Asset Management and is best known for his time at BT Investments and UBS Asset Management.

Alistair Dunne

Hillcrest Strategic Partners

Alistair founded Hillcrest Strategic Partners in 2021 and partnered with Montaka to expand the coverage of the Australian intermediary market, also in 2021.

Alistair is a distribution executive with over 20 years’ experience in the industry, building strong relationships across advice groups across Australia. He most recently ran distribution for Contango Asset Management and is best known for his time at BT Investments and UBS Asset Management.

Amit Nath

Senior Research Analyst

Amit joined Montaka in April 2018 after spending seven years as a credit analyst at Credit Agricole and Citigroup, based in New York. Prior to this, Amit was an investment banker with Citigroup for five years in New York and Sydney, focusing on Media and Telecoms; Metals and Mining; and Consumer Products.

Amit holds a Master of Commerce and a Bachelor of Engineering from the University of New South Wales in Sydney.

Amit Nath

Senior Research Analyst

Amit joined Montaka in April 2018 after spending seven years as a credit analyst at Credit Agricole and Citigroup, based in New York. Prior to this, Amit was an investment banker with Citigroup for five years in New York and Sydney, focusing on Media and Telecoms; Metals and Mining; and Consumer Products.

Amit holds a Master of Commerce and a Bachelor of Engineering from the University of New South Wales in Sydney.

Andrew Macken

Chief Investment Officer

Andrew established Montaka in 2015 in Sydney. Prior to this, Andrew lived in New York working as a senior member of Jim Chanos’ research team at Kynikos Associates, a multi-billion dollar global long short hedge fund. It was here where Andrew developed particular expertise in short portfolio management.

Prior to this, Andrew worked as a management consultant at Port Jackson Partners (PJP), a leading advisor to corporates based in Australia and abroad. At PJP, Andrew focused on corporate strategy for major clients in Australia and overseas.

Andrew holds a Master of Business Administration (Dean’s List) from the Columbia Business School in New York. Previous to this, Andrew also graduated with a Master of Commerce (High Distinction), focusing on Finance; and First Class Honours with a Bachelor of Engineering under a Co-Op Scholarship from the University of New South Wales in Sydney.

Andrew is a founding shareholder in Montaka Global Investments.

Andrew Macken

Chief Investment Officer

Andrew established Montaka in 2015 in Sydney. Prior to this, Andrew lived in New York working as a senior member of Jim Chanos’ research team at Kynikos Associates, a multi-billion dollar global long short hedge fund. It was here where Andrew developed particular expertise in short portfolio management.

Prior to this, Andrew worked as a management consultant at Port Jackson Partners (PJP), a leading advisor to corporates based in Australia and abroad. At PJP, Andrew focused on corporate strategy for major clients in Australia and overseas.

Andrew holds a Master of Business Administration (Dean’s List) from the Columbia Business School in New York. Previous to this, Andrew also graduated with a Master of Commerce (High Distinction), focusing on Finance; and First Class Honours with a Bachelor of Engineering under a Co-Op Scholarship from the University of New South Wales in Sydney.

Andrew is a founding shareholder in Montaka Global Investments.

Christopher Demasi

Portfolio Manager

Christopher joined Montaka in January 2015 after more than four years with LFG, the private investment group of the Lowy family. Christopher was a senior member of the LFG investment team – a group focused on investing the family’s significant capital directly in public equities across a broad range of geographies and industries. After an initial period in Sydney, Christopher relocated to help LFG establish its New York office.

Prior to this, Christopher worked as a Research Analyst at One East Partners, a multi-billion dollar global long/short fund based in New York, where he concentrated on fundamental and event-driven global equity investments. He began his career in the Investment Banking Division at Goldman Sachs in Sydney.

Christopher holds a Bachelor of Commerce (Double Major in Actuarial Studies and Finance) with High Distinction under a Co-Op Scholarship from the University of New South Wales in Sydney. Christopher is a founding shareholder of Montaka Global Investments.

Christopher Demasi

Portfolio Manager

Christopher joined Montaka in January 2015 after more than four years with LFG, the private investment group of the Lowy family. Christopher was a senior member of the LFG investment team – a group focused on investing the family’s significant capital directly in public equities across a broad range of geographies and industries. After an initial period in Sydney, Christopher relocated to help LFG establish its New York office.

Prior to this, Christopher worked as a Research Analyst at One East Partners, a multi-billion dollar global long/short fund based in New York, where he concentrated on fundamental and event-driven global equity investments. He began his career in the Investment Banking Division at Goldman Sachs in Sydney.

Christopher holds a Bachelor of Commerce (Double Major in Actuarial Studies and Finance) with High Distinction under a Co-Op Scholarship from the University of New South Wales in Sydney. Christopher is a founding shareholder of Montaka Global Investments.

Craig Morton

Chief Financial Officer

Craig was appointed Chief Financial Officer after consulting to Montaka Global Investments since August 2017.

Craig has spent the past two decades at various investment banks in London, Johannesburg and Sydney in trading and sales roles across stock lending, prime brokerage and equity derivatives.

Craig is a Chartered Accountant, holds a Bachelor of Business Science (Finance) from the University of Cape Town and an Honours in Accounting from the University of South Africa.

Craig Morton

Chief Financial Officer

Craig was appointed Chief Financial Officer after consulting to Montaka Global Investments since August 2017.

Craig has spent the past two decades at various investment banks in London, Johannesburg and Sydney in trading and sales roles across stock lending, prime brokerage and equity derivatives.

Craig is a Chartered Accountant, holds a Bachelor of Business Science (Finance) from the University of Cape Town and an Honours in Accounting from the University of South Africa.

Damian Craven

Hillcrest Strategic Partners

Damian founded Hillcrest Strategic Partners in 2021 and partnered with Montaka to expand the coverage of the Australian intermediary market, also in 2021.

Damian is a distribution executive with over 20 years’ experience in the industry, building strong relationships across advice groups across Australia. He most recently ran retail distribution for Contango Asset Management and is best known for his 6 years with Magellan Financial Group starting to 2010.

Damian Craven

Hillcrest Strategic Partners

Damian founded Hillcrest Strategic Partners in 2021 and partnered with Montaka to expand the coverage of the Australian intermediary market, also in 2021.

Damian is a distribution executive with over 20 years’ experience in the industry, building strong relationships across advice groups across Australia. He most recently ran retail distribution for Contango Asset Management and is best known for his 6 years with Magellan Financial Group starting to 2010.

George Hadjia

Research Analyst

George joined Montaka in September 2015 as a Research Analyst.

Prior to joining Montaka, George was an investment analyst at Private Portfolio Managers where he covered global equities across various industries, using a value investing framework. George’s prior experiences include equities research and investment banking roles at both Citi and Greenhill & Co.

George studied at the University of Sydney and holds a Bachelor of Commerce with Distinction and a Bachelor of Laws.

George Hadjia

Research Analyst

George joined Montaka in September 2015 as a Research Analyst.

Prior to joining Montaka, George was an investment analyst at Private Portfolio Managers where he covered global equities across various industries, using a value investing framework. George’s prior experiences include equities research and investment banking roles at both Citi and Greenhill & Co.

George studied at the University of Sydney and holds a Bachelor of Commerce with Distinction and a Bachelor of Laws.

Giles Goodwill

Private Client Manager

Giles joined Montaka in August 2021 as a Private Client Manager.

Prior to joining Montaka, Giles was an associate at Morgan Stanley and an adviser assistant at Ord Minnett. Giles holds a diploma and an advanced diploma in Financial Planning.

Giles Goodwill

Private Client Manager

Giles joined Montaka in August 2021 as a Private Client Manager.

Prior to joining Montaka, Giles was an associate at Morgan Stanley and an adviser assistant at Ord Minnett. Giles holds a diploma and an advanced diploma in Financial Planning.

Justin Bradshaw

Operations Manager

Justin joined Montaka in March 2021 in the role of Operations Manager.

Prior to joining Montaka, Justin obtained over a decade of experience in investment management operations, most notably at Ellerston Capital in Sydney and Moore Capital in London. Justin holds a Bachelor of Economics from the University of Sydney.

Justin Bradshaw

Operations Manager

Justin joined Montaka in March 2021 in the role of Operations Manager.

Prior to joining Montaka, Justin obtained over a decade of experience in investment management operations, most notably at Ellerston Capital in Sydney and Moore Capital in London. Justin holds a Bachelor of Economics from the University of Sydney.

Lachlan Mackay

Research Analyst

Lachlan joined Montaka in July 2018 as a Research Analyst after studying at the University of California, Berkeley where he holds a Bachelor of Arts (Applied Mathematics and Computer Science).

Lachlan Mackay

Research Analyst

Lachlan joined Montaka in July 2018 as a Research Analyst after studying at the University of California, Berkeley where he holds a Bachelor of Arts (Applied Mathematics and Computer Science).

Matthew Briggs

Investment Specialist

Matthew is an Investment Specialist at Montaka and was asked to expand his role covering institutions in June 2020 to lead all intermediary and adviser relationships, including consultants, researchers, and advisers.

Previously Matthew was a director of institutional distribution at Bennelong funds management covering institutional investors and consultants in Australian. Prior to that he had an eleven-year career at the investment bank, Citi starting in London and subsequently Sydney, where he was most recently head of prime finance in Australia.

Matthew Briggs

Investment Specialist

Matthew is an Investment Specialist at Montaka and was asked to expand his role covering institutions in June 2020 to lead all intermediary and adviser relationships, including consultants, researchers, and advisers.

Previously Matthew was a director of institutional distribution at Bennelong funds management covering institutional investors and consultants in Australian. Prior to that he had an eleven-year career at the investment bank, Citi starting in London and subsequently Sydney, where he was most recently head of prime finance in Australia.

Paul Mason

Consultant COO

Paul joined Montaka in January 2015. Throughout Paul’s 20 years in the investment banking industry, he has gained experience as a COO in equity capital markets, operations, new business development, equity trading, listed/OTC derivatives, program trading, index arbitrage and prime services. Paul has also been the COO of a global investment and advisory business based in the US. Most recently, he has leveraged these skills to set up a consulting business providing advice to investment banks, other financial institutions and funds to help with change management, business strategy and development, controls improvement and operational and regulatory risk management.

Paul Mason

Consultant COO

Paul joined Montaka in January 2015. Throughout Paul’s 20 years in the investment banking industry, he has gained experience as a COO in equity capital markets, operations, new business development, equity trading, listed/OTC derivatives, program trading, index arbitrage and prime services. Paul has also been the COO of a global investment and advisory business based in the US. Most recently, he has leveraged these skills to set up a consulting business providing advice to investment banks, other financial institutions and funds to help with change management, business strategy and development, controls improvement and operational and regulatory risk management.

Phill Namara

Research analyst

Phill has served as an intern with Montaka in May 2019 before joining officially as a Research Analyst in September 2019 following the completion of a double degree in Actuarial Studies and Commerce from the University of New South Wales.

Phill Namara

Research analyst

Phill has served as an intern with Montaka in May 2019 before joining officially as a Research Analyst in September 2019 following the completion of a double degree in Actuarial Studies and Commerce from the University of New South Wales.

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Our Montaka Long Only funds strive
to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, 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 funds strive for maximised return over the long-term. Owning the Montaka Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net funds strive 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 these funds are our flagship long-short.

Our
Funds

Our Funds

Our Montaka Long Only funds strive to act as a core, high conviction, global portfolio holding. Consistent with the long portfolios in our Montaka Variable Net funds, 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 funds strive for maximised return over the long-term. Owning the Montaka Variable Net long portfolio typically scaled up to approximately 130 percent - and the Montaka Variable Net short portfolio typically scaled down to approximately 30 percent – this these funds results in a net market exposure of approximately 100 percent most of the time.

Our Montaka variable net funds strive 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 these funds are our flagship long-short.