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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18
Oct
2020
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.
15
Oct
2020
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.
08
Oct
2020
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.
01
Oct
2020
Recent Blogs
REA group is winning with data
Every time property seekers come to its website, Realestate.com.au is learning more and more about them to deliver a continually improving and personalized experience
28
Sep
2020
Recent Blogs
Googling Through Alphabet's Bag of Bulging Businesses (Part I)
There appears to be a common thread running through Google's 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.
10
Sep
2020
Recent Blogs
Microsoft and Massive Cloud Markets
Around the world Enterprises are rapidly shifting to the cloud, accelerated by the COVID-19 pandemic, and Microsoft is leading the transformation with Office365 and Azure.
03
Sep
2020
Recent Blogs
Apple at $2 trillion
Recently Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. How do we at Montaka proceed in light of this news? Read on to know.
30
Aug
2020
Recent Blogs
ServiceNow: mission-critical, with no competition
Why do we strongly believe there is a very high probability that ServiceNow will remain a winner in enterprise services and workflows for decades to come, read on to understand.
19
Aug
2020
Recent Blogs
Facebook’s E-Commerce Initiative
Instagram Shops allows small businesses to have a virtual shopfront that will eventually span across all of Facebook’s digital properties- Facebook, Instagram, Messenger and Whatsapp. This has the potential to re-shape the e-commerce space.
13
Aug
2020
Recent Blogs
Optum – a hidden gem in US healthcare
Read our analysis of UnitedHealth Group's Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations.
10
Aug
2020
Recent Blogs
Is the sun rising or setting on Facebook?
Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. Read on to know more about our analysis of this social media giant and where we feel it is headed.
07
Aug
2020
Recent Blogs
Amazon Makes Money Everywhere
Amazon reported its quarterly financial results last week and for the first time in more than half a decade, and after significant investment, Amazon’s International segment recorded positive quarterly operating profit.
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