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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Compounding your wealth over the long term
Explore Our Firm
Typically, rent is one of the largest costs for offline retailers. However, the internet has given rise to a new set of dynamics in an online world for consumer firms with customer acquisition cost (CAC) usurping rent in importance.
Private equity firms are making long-term investments in legacy insurance books. What makes insurance, one of the oldest industries, fraught with regulation, so attractive to these smart investors?
An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal.
As Warren Buffett once said: “Price is what you pay; value is what you get.” This simple definition underpins the logical pursuit of value investors to make investments in businesses only when prices are materially below their true value.
Discussing the lofty valuations of technology companies, and if the sector is truly overvalued in today's times.
An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal.
Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base.
To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.
It’s been five years since we launched our business, in partnership with our friends at Montgomery. And we wanted to take this opportunity to connect with you to reiterate our single clear goal in everything we do. And that is: to maximise the probability of achieving multi-decade compounding of your wealth, alongside our own. We are grateful for the trust you’ve placed in us. And we continue to work hard every day, with our highly-skilled team, to do well for you over time.
In this recording Andrew Macken and Christopher Demasi answer questions about the change in the global equities market while also addressing the potential buying opportunities. They explain how the Montaka team is dealing with the risks posed by the novel COVID-19 virus.
In this quarterly update, Andrew Macken, Montaka's Chief Investment Officer touches upon a range of possible medium-term economic outcomes. He also shares a brief update on our current portfolio positioning.
To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.
To gain more insights about the last quarter of 2019 as well as the year gone by, please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.
Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.
The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.
While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.
In the concluding part of this 2-part whitepaper on the low interest rate scenario currently engulfing the world, we consider the long-term consequences of such a protracted low-rate environment on asset prices – in particular on equity prices.
In this two-part Whitepaper series, we consider the likely drivers of low interest rates that are currently being
observed, particularly around demographics, indebtedness, technology, globalisation and the
structure of the international monetary and financial system.
So too is Mr. Market today making fun of global equity investors. 2018 was a year of rotations, corrections and volatility. The year rounded out with an overwhelming general bearishness with many believing more downside lay ahead.
Glenn Freeman chats with Montaka Portfolio Managers Andrew Macken and Chris Demasi about digital transformation which has accelerated in the midst of the pandemic and the qualities they look for while investing in a stock.
Montaka CIO Andrew Macken and co-PM Chris Demasi presented at the Sohn Hearts & Minds conference 2019 held in Sydney. Have a look at this video in which they share two stock ideas.
Montaka CIO Andrew Macken and co-PM Chris Demasi were the only duo on stage at the Sohn Hearts & Minds conference 2019.
Jemima Whyte, Jonathan Shapiro and Vesna Poljak published an article in the Australian Financial Review which elaborates Montaka CIO Andrew Macken's views about why short sellers are increasingly being discredited thanks to...
Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis.
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.
ANDREW MACKEN
It’s about the sustainable compounding of your wealth, right along side our wealth, over the long term
We believe in the profound power of sustainable compounding. Our disciplined approach to global investing and risk management have been designed to provide the opportunity to sustainably compound your portfolio over the long term. While our investment strategies mandate a long-term perspective, investing globally gives us access to the best opportunities as well as a means to improve portfolio diversification.
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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.
