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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Trending Insights

Access our latest research and insights from the Montaka Investment Team

09 Nov 2020
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Recent Blogs
CAC is the New Rent

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.

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06 Nov 2020
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Recent Blogs
Private Equity and Insurance Go Hand-in-Hand

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?

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03 Nov 2020
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Videos
Spotlight Series - Cash Flow Discussion

An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal.

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02 Nov 2020
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Recent Blogs
Why investing is hard

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.

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28 Oct 2020
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Recent Blogs
10-Bagger at 10-Times the Price

Discussing the lofty valuations of technology companies, and if the sector is truly overvalued in today's times.

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27 Oct 2020
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Recent Blogs
EU evolution underappreciated

An historic change in European philosophy has gone largely unnoticed. Read on to know all about it.

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21 Oct 2020
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Recent Blogs
Dissecting the Hype Around US Sports Betting

The US sports betting space is an exciting vertical to be studying. However, regulation and ongoing competition may erode the industry’s potential rewards.

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18 Oct 2020
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Recent Blogs
Our thoughts on the Ant Group IPO

Chinese payments and fintech giant Ant Group is expected to IPO at a valuation exceeding US$200 billion. This marks the first time a large Chinese payments platform has filed standalone financials publicly, which should provide investors with some interesting insights.

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15 Oct 2020
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Recent Blogs
Googling Through Alphabet's Bag of Bulging Businesses (Part II)

There appears to be a common thread running through Google parent, Alphabet's strategic vision and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however it appears this is not a one-off situation. There are several similar industry entry strategies, at varying stages of development, within Alphabet's portfolio today.

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13 Oct 2020
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Quarterly Updates
Quarterly Update (Q3 2020)

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.

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08 Oct 2020
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Recent Blogs
Salesforce – compounding-as-a-service

Salesforce has proved to be a mission-critical application for businesses and rightfully regarded as one of the most disruptive innovators in the enterprise software space.

05 Oct 2020
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Recent Blogs
Why do good things happen to great businesses?

Great businesses have a culture of establishing and nurturing new business opportunities such as those described in this post.

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