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 Strategies
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Trending Insights
Access our latest research and insights from the Montaka Investment Team
20
Dec
2019
Recent Blogs
Economics of a Broadcaster: Sunk or Variable?
In this article we would examine the media industry – we will take a deep dive into the economics of the broadcasting business and how they have evolved over time.
18
Dec
2019
Recent Blogs
Merry Christmas and Happy Holidays
It has been another year filled with twists, turns and challenges. We once again thank you for your ongoing support and the trust you place in us to preserve and grow your wealth.
13
Dec
2019
Recent Blogs
Amazon Logistics is the company’s next big disruptor
Contrary to the mainstream market view that AMZNL is still in the early stages of rollout, the service’s ramp up has been exponential and it may continue to take share from the incumbent parcel companies at a faster than expected pace.
10
Dec
2019
Recent Blogs
Tidbits from the world of retail
Key excerpts from the Morgan Stanley Global Consumer & Retail Conference in New York. The conference afforded us the opportunity to hear from a range of companies, keeping our finger on the pulse of the U.S. consumer, as well as scouting for new investment ideas.
05
Dec
2019
Recent Blogs
The Big Business of Coffee
From a somewhat accidental beginning, coffee has grown into one of the most popular drinks in the world, generating a massive ~$560 billion per year according to Euromonitor. The U.S. is the largest coffee market in the world where ~$84 billion or ~15% of the global market is located which has been growing at a robust ~5% p.a. for the last decade and a half.
05
Dec
2019
Recent Blogs
The shift away from a contrarian mindset
Why exactly are investors and society today becoming more binary in their thought processes? The core of investing is assessing probabilistic outcomes and so by thinking in binary outcomes or following market sentiment, it is possible to miss out on great contrarian opportunities.
21
Nov
2019
Recent Blogs
A follow-up to Apple’s services strategy
Apple, known for selling premium hardware at a very premium price, appears to be taking a more elastic approach to pricing as the global smartphone cycle extends further into maturity.
13
Nov
2019
Recent Blogs
Bond Ratings Firms Throwing Softballs
As long-time readers will know, the Montaka funds have been short the shares of Kraft Heinz. One aspect to our short thesis is the enormous $31bn debt burden encumbering KHC.
06
Nov
2019
Recent Blogs
The power of compounding when rates are low
The new low interest rate world in which we find ourselves is strange. Why does it make sense that an investor should have to pay for the privilege of lending to the German government for 20 years, for example? And yet, the yield on German 20 year bunds is negative – effectively implying exactly this.
01
Nov
2019
Recent Blogs
iRobot: From bad to worse
While these devices automate vacuuming, and provide reprieve from an otherwise monotonous task, there is mounting evidence that IRBT is following the path many pioneering companies follow.
28
Oct
2019
Recent Blogs
The long-term history of long-term interest rates
I have written previously about our view that interest rates are likely to remain low for a protracted period.
24
Oct
2019
Recent Blogs
Are stock valuations naturally biased upwards?
Conventional wisdom and historical evidence support the observation that “stock prices always go up over time”.
How to Invest
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