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
×
Request Access to Montaka
Please enter your details below to subscribe to our Trending Insights blog.
×
Sign In
×
Selected insights are for Montaka Investors only. Please contact us
Trending Insights
Access our latest research and insights from the Montaka Investment Team
Insights Menu
26
Aug
2020
Recent Blogs
Standing at the edge of a secular shift
The value of guiding a customer from a legacy on-premise offering into a cloud solution, is not a simple dollar-for-dollar exchange. In fact, the migration usually results in the customer spending 2-3x more with that vendor, but saving 20-50% overall as it is able to shed significant ancillary costs.
24
Aug
2020
Education Series
Scale Economics Shared - Digitally
Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.
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.
18
Aug
2020
Whitepapers
Part 1: Winning in the age of enterprise- digital transformation
While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.
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?
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.
04
Aug
2020
Recent Blogs
The simple realities of governing in a pandemic
As we learn that COVID-19 eradication may not be a near-term possibility for most nations, governments are faced with a major dilemma. Should large-scale government support for those who need it be continued? Or should public deficits and associated borrowings be limited to some designated level?
29
Jul
2020
Recent Blogs
Liquidity runs dry
The unforeseen pandemic caused the stock market sell-off prompting the US Federal Reserve to pump financial markets with liquidity for the next three months. Resultantly the stock market bounced back. As the Fed’s role in financial markets has moderated recently, what does this imply for the share market investors?
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.
15
Jul
2020
Recent Blogs
Will Spotify be a long-term winner?
Spotify is the world’s largest digital music and podcast streamlining platform. The company estimates that it has more than five times the amount of music data than its nearest competitor.
How to Invest
We would love to hear from you. Whether we can help to compound your wealth, or you would just like to learn more, please get in touch.
