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
14
Feb
2020
Videos
What is your edge?
In this video, we discuss the different types of edges an investor can possess. The most valuable edge is an informational edge, where the investor has better or faster information than everyone else.
11
Feb
2020
Recent Blogs
What might be the economic impact of the coronavirus?
The coronavirus that originated in China recently has had a devastating human impact. From an economic perspective, this article explores some high-level numbers that might assist investors in grappling with the economic impact of the coronavirus.
06
Feb
2020
Recent Blogs
Obsessing over margins
Today’s world is characterised by fast-money investors looking for high-growth and high-margin businesses, such that businesses or industries with lower margins are considered “boring” or are frowned upon. But are low margins a dealbreaker on their own?
04
Feb
2020
Recent Blogs
Parcel delivery: a rock and a hard place
FedEx and UPS are being rapidly featurized by Amazon’s growing logistics business. With an unparalleled lead in e-commerce, data and capital, Amazon is set to shake up the package delivery industry. Can the old incumbents adapt to a new competitive, low margin environment, or will they struggle to survive?
30
Jan
2020
Recent Blogs
Can "Dr Copper" Catch a Virus?
As the world braces for a potential pandemic with the latest mutation of the coronavirus rapidly spreading across the world, "Dr Copper" has seemingly made up his mind. The commodity is now in the midst of its worst stretch of declines in >34 years. With panic selling gripping the copper market, one wonders whether "Dr Copper" and his mystical ability to predict turning points in the global economy, is telling us to remain cautious once again.
28
Jan
2020
Recent Blogs
Roll-ups and value creation
Roll-ups, not the fruity snacks, are an extremely attractive strategy for businesses to expand their product portfolios and expand their geographic presence in fragmented markets. Despite their perceived top-line benefits, we at Montaka, question whether that top-line sales growth is generated at the expense of shareholders.
23
Jan
2020
Recent Blogs
Does Valuation Not Matter for High Quality Businesses?
One characteristic of a high quality business is its ability to grow its intrinsic value over time. So does that mean that it’s possible to overpay for a high quality business and then wait for it to “grow into its valuation”?
21
Jan
2020
Recent Blogs
RealReal Inc – A Deep Dive on a Recent Controversial IPO
Amidst this wave of start-up IPO’s, on May 31st, The RealRealInc filed to list. This article entails a deep dive of their S1 as well as an analysis of their business model's viability.
16
Jan
2020
Quarterly Updates
Quarterly Update (Q4 2019)
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.
07
Jan
2020
Recent Blogs
The Brexit Saga Continues
After voting to leave the EU back in June 2016, Brexit is finally set to go ahead at the end of January. In the wake of this, demand for the British Pound should increase as the details of Brexit are understood.
30
Dec
2020
Recent Blogs
Australia first. Germany next?
It has been a hallmark of the current US Presidency to threaten and even completely undermine its geopolitical alliances. The US military is losing its competitive edge, even the manpower of the US armed forces has been in structural decline.
30
Dec
2020
Recent Blogs
Clothing-As-A-Service?
The sharing or on-demand economy is a mega trend that has penetrated multiple industries and disrupted many more. The retail industry might be the next in line to be disrupted by this trend. Read our detailed analysis on this topic here.
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