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
03
Nov
2020
Videos
Spotlight Series - Cash Flow Discussion
An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal.
02
Sep
2020
Videos
The evolution of Montaka's strategy suite
Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base.
21
Jul
2020
Quarterly Updates
Quarterly Update (Q2 2020)
To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.
02
Jul
2020
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.
26
Mar
2020
Videos
Recording of our global portfolio update
In this recording Andrew Macken and Christopher Demasi answer questions about the change in the global equities market while also addressing the potential buying opportunities. They explain how the Montaka team is dealing with the risks posed by the novel COVID-19 virus.
04
Mar
2020
Videos
Coronavirus Correction
In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka's CIO addresses two key questions which are being posed by investors. Have a look at this special edition of Montaka's Spotlight series video to know more.
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.
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.
13
Jan
2020
Press Mentions
Sohn Hearts & Minds Conference 2019 – Montaka Presentation
Montaka CIO Andrew Macken and co-PM Chris Demasi presented at the Sohn Hearts & Minds conference 2019 held in Sydney. Have a look at this video in which they share two stock ideas.
09
Jan
2020
Videos
Video: What’s Google Search Worth to You?
Given nearly all productive functionality on the internet is provided for free to the public in exchange for being advertised to, it is a fascinating question to consider what those web based services are actually worth to an individual if they were made to pay for them.
27
Dec
2019
Videos
Low Rates, Assets Inflate: Whitepaper Summary
Watch Andrew Macken, Montaka CIO, summarize both the parts of the whitepaper in this short video.
15
Oct
2019
Videos
Chris DeMasi on growth & volatility
Chris DeMasi, our portfolio manager discusses where he sees growth opportunity in volatile markets on 'Bloomberg Markets.
How to Invest
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