Montaka recognises the importance of Responsible Investing (RI) and believes in its intended mission.

Montaka believes our investment and risk management processes are enhanced by successfully adopting and integrating appropriate principles and best practices of RI.

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.

Montaka’s RI Policy objectives are to define, integrate and adhere to a set of ESG principles and practices that will: (i) help improve global ESG practices; (ii) enhance Montaka’s investment and risk management processes; and (iii) that are seen to be unquestionably sensible in the eyes of our employees, shareholders, and investors.

Montaka has always believed in supporting positive change across the key dimensions of Environmental, Social and Governance (ESG). Indeed, given Montaka’s investment philosophy of seeking to own the world’s highest quality businesses without overpaying, there has always been a large inherent overlap between Montaka’s portfolio holdings and those businesses which make positive ESG contributions to the world.

In June 2021, Montaka further clarified its policy and integrated approach to RI.

Learn more here.

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.

Montaka’s RI Policy objectives are to define, integrate and adhere to a set of ESG principles and practices that will: (i) help improve global ESG practices; (ii) enhance Montaka’s investment and risk management processes; and (iii) that are seen to be unquestionably sensible in the eyes of our employees, shareholders, and investors.

Montaka has always believed in supporting positive change across the key dimensions of Environmental, Social and Governance (ESG). Indeed, given Montaka’s investment philosophy of seeking to own the world’s highest quality businesses without overpaying, there has always been a large inherent overlap between Montaka’s portfolio holdings and those businesses which make positive ESG contributions to the world.

In June 2021, Montaka further clarified its policy and integrated approach to RI.

Learn more here.

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.

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.