Trending Insights

Access our latest research and insights from the Montaka Investment Team

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.

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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.

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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.

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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.

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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.

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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.

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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?

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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.

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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.

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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.

Continue Reading
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.

Continue Reading
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.

Continue Reading
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.

Continue Reading
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?

Continue Reading
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.

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The Coffee Can Approach

The coffee can investing approach operates on a buy and forget model. In the long-term, allowing the best businesses to continue compounding your wealth has proven to be an effective strategy. Although the principle appears simple, in practice it is almost never followed.

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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.

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.

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

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.

Our
Strategies

Our Strategies

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

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.