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 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.

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Aafreen Awad
Marketing & Communication
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Amit Nath
Senior Research Analyst
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Andrew Macken
Chief Investment Officer
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Christopher Demasi
Portfolio Manager
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Craig Morton
Chief Financial Officer
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Daniel Wu
Research Analyst
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George Hadjia
Research Analyst
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Lachlan Mackay
Research Analyst
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Matthew Briggs
Business Development
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Paul Mason
Chief Operating Officer
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Phill Namara
Research analyst
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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. 

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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.

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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.

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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.

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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.

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Daniel Wu

Research Analyst

Daniel joined Montaka in June 2016 as a Research Analyst.

Prior to joining Montaka, Daniel was an analyst in the investment banking divisions of UBS and Goldman Sachs, where he covered the Infrastructure, Utilities, Technology and Media sectors.

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

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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.

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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).

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Matthew Briggs

Business Development

Matthew was asked to lead Montaka’s institutional distribution efforts globally in January 2019 after consulting to the business since May 2018. Previously Matthew was a director of institutional distribution at Bennelong funds management and prior to that he had an eleven-year career at Citigroup in London and Sydney, where he was most recently head of prime finance in Australia.

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Paul Mason

Chief Operating Officer

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.

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Phill Namara

Research analyst

Phillip joined Montaka in May 2019 as a Research Analyst and is currently completing a double degree in Actuarial Studies and Commerce at the University of New South Wales. Prior to joining Montaka, Phillip’s experiences included roles at several investment banks including Macquarie and Allier Capital.

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.