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 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 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.

This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.

This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.

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 global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.

Our global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.

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 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 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.

This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.

This fund offers investors access to our Montaka Variable Net strategy in a Cayman fund, via an onshore US feeder with monthly pricing and $1 million minimum investment.

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 global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.

Our global equity long only strategy is available for institutional clients under managed account structures. We currently do not offer this strategy in standard fund form outside of Australia.

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Access our latest research and insights from the Montaka Investment Team

02 Jul 2020
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Videos
Montaka: Five years on - Reinforcing our approach

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.

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01 Jul 2020
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Recent Blogs
In Warren's defence

The Financial Times recently wrote an article, asking “has Warren Buffett lost his touch”. Do we agree? Read on to know more.

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26 Jun 2020
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Recent Blogs
A Troubled Train Manufacturer

The European Rolling Stock industry is undergoing a rapid transformation as the shift towards automation and driverless technologies force manufacturers to innovate. In this article, we examine how one pure-play manufacturer is faring in the face of this structural trend.

23 Jun 2020
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Recent Blogs
Limits on Growth

Value investing may seem like a simple concept but it necessitates a very challenging task of estimating the future growth of cashflows over coming decades.

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17 Jun 2020
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Recent Blogs
COVID implications for the commercial aviation industry

From cancelled flights and cancelled aircraft orders to frenzied air freight markets, the fallout from the COVID-19 pandemic has been unprecedented. Here we outline some of the implications of the coronavirus for different corners of the commercial aviation industry.

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15 Jun 2020
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Recent Blogs
Digital transformation still has a long way to go

While digital might seem ubiquitous, there is still tremendous uptake to come. Outside of standard broadband access, all other digital technologies remain less than 50% penetrated by enterprises.

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11 Jun 2020
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Recent Blogs
Why are we paying taxes?

Explore the interesting concepts of the Modern Monetary Theory (MMT). Under this economic theory, it is explicitly acknowledged that governments who issue debt in their own currency cannot default. Ever. So then why exactly do we need taxes?

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09 Jun 2020
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Recent Blogs
Beware Expensive Equity Raises

Seasoned experts have commented on the stock market risk while it remains disconnected from the real economy. Our latest red flag comes in the slate of equity capital raises that have flooded the market on the back of investor excitement, meanwhile share buybacks are drying up.

03 Jun 2020
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Recent Blogs
Draining an Ocean of Liquidity

An abrupt change in macro liquidity may be occurring with the potential for a vacuum, as the U.S. Federal Reserve slows its bond buying programs just as the U.S. Treasury accelerates issuance. This may mean the liquidity tide created when the Fed commenced it's "unlimited" purchase program, would start going out to sea, and possibly leave behind more organic price discovery in markets.

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02 Jun 2020
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Recent Blogs
Why Shorting Pie in the Sky Is Dangerous

While overvaluation is a necessary component to a great short, it alone is insufficient to tilt the likelihood of the short position working out in your favor. The danger of shorting such stocks is the immense damage that can be done in the interim from bullish investors having a set of conditions that allows them to remain bullish.

26 May 2020
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Recent Blogs
Earnings Still Matter

Despite the hindered economic and business activity round the world, the equity markets have continued to rise. This superficially suggests that the equity market does not seem to care about earnings – yet. History shows that in the long run earnings will still matter.

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21 May 2020
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Recent Blogs
What is our “variant perception” to the market?

As equity markets continue to rise, investors are slowly getting nervous about the upside potential from current levels over the short and medium terms. We at Montaka do see downside risks in equity markets near-term.

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