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 offering.

Our Montgomery Global 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. Branded as “Montgomery Global” in Australia to reflect a key distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

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 offering.

Our Montgomery Global 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. Branded as “Montgomery Global” in Australia to reflect a key distribution partnership with Montgomery Investment Management, this is our classic long-only offering.

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Montaka Global Extension Fund (ASX: MKAX)

This fund offers investors access to our Montaka Active Extension strategy through an ASX-quoted managed fund. The fund can be accessed via the ASX under the ticker MKAX.

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The Fund invests in a portfolio of high-quality global businesses, well-positioned in attractive markets, while they remain undervalued (the Long Portfolio). The Fund also seeks to profit by short selling the securities of businesses which are deteriorating, misperceived and overvalued (the Short Portfolio).

Typically, the Fund seeks to hold 15 to 30 long positions and partially offsets these with 10 to 40 short positions. From time to time, the Fund may employ tools to manage downside risk, including the purchase of exchange traded derivatives, including listed put options, and exchange traded funds.

We have launched on the ASX on June 24, 2020.

HOW TO INVEST

After accessing the Product Disclosure Statement and reading in full the investment objectives and risks of investing in Montaka Global Extension Fund (Quoted Managed Hedge Fund):

1

Through a broker or share trading account: Purchase units directly through your stockbroker or online broker with the ticker code MKAX.

2

OR Through your financial adviser: Request units with the ticker code MKAX.

3

An investment confirmation will be issued by the Unit Registry Service, Link Market Services.

Download Fund Documents

  • PDS - Montaka Global Extension Fund
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  • Fact Sheet - Montaka Global Extension Fund
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