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.
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.
16
Aug
2020
Recent Blogs
Can YEEZY bridge The Gap?
For The Gap Inc. (GPS), it has been a tumultuous past few years as it has faced a slow bleed to e-commerce. Recently though Kanye West and his fashion company YEEZY have formed an alliance with GPS. The stock market reacted positively to the news, but can YEEZY bridge the gap for investors?
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.
10
Sep
2019
Recent Blogs
Is Peloton an Apple?
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