Latest Insights

March 30, 2020

Global Webinar follow up FAQs

By Andrew Macken

The world of global equities changed quite dramatically over the past few weeks, as markets corrected from record highs and investors look to weigh up the potential buying opportunities. In a recent discussion with our investors, a series of common questions are answered here.   1.
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March 26, 2020

US Economy Risen by Easter?

By Christopher Demasi

Earlier this week US President Donald Trump started to raise hopes that restrictive measures being taken to slow the spread of the novel coronavirus would be lifted soon and the economy would be restarted by Easter. Short of a miracle, we can’t see this happening.
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March 23, 2020

How should you think about cash?

By Tim Kelley

One of the biggest questions facing equity investors today is when and how to deploy surplus cash that they may have available. This is a question we have studied extensively in recent weeks, and while we can offer no definitive answers, some tentative conclusions may help to inform this decision.
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March 17, 2020

Rain Man and the Australian All Ordinaries Index

By David Buckland

On the night of the 19 October 1987, the Dow Jones Industrial Average declined 22. 6 per cent from 2,246. 7 to 1,738. 4 points.  During the ’87 Crash, the Australian All Ordinaries Index fell from 2,312 points to 1,149 points, a decline from peak to trough of 50 per cent.
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March 12, 2020

Checking in with our global portfolios amid COVID-19

By Andrew Macken

We have naturally received a number of questions about how we are framing the risks around the coronavirus and how we are positioning our global portfolios. What follows is a brief summary of our thoughts on these topics, as they currently stand.
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March 9, 2020

Coronavirus Correction

By Andrew Macken

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. To learn more, watch this special edition of Montaka’s Spotlight series.
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Our Funds

Concentrated High Conviction Equities

Listed

Montgomery Global Equities Fund (ASX:MOGL)

Global
Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.5% per annum. Mirrors the strategy of the Montgomery Global Fund.
Unlisted From $25,000

Montgomery Global Fund

Global
Invests in 15 to 30 quality global businesses for long-term capital growth. Priced daily. Mirrors the strategy of the Montgomery Global Equities Fund (ASX:MOGL).
Unlisted from $25,000

The Montgomery Fund

Australia/NZ
Aims to provide long-term growth and income by investing in 20 to 40 high-quality Australian and New Zealand businesses trading at attractive valuations. Priced daily.
New Fund

Montgomery Small Companies Fund

Australia/NZ
Aims to provide long-term growth by investing in 30 to 50 high quality, undervalued, Australian and NZ small and emerging companies with strong growth potential. Priced daily.
Unlisted from $1 Million

The Montgomery [Private] Fund

Australia/NZ
Seeks to deliver absolute returns from a portfolio of high-quality Australian and New Zealand businesses. Capital preservation is paramount. By invitation only.

Alternate Equity Strategies

Unlisted from $50,000

Montgomery Alpha Plus Fund

Global
Aims to generate positive returns in both rising and falling markets. Invests in 80 to 180 global businesses expected to deliver above-average returns, while selling short a similar-sized portfolio expected to deliver below-average returns. Priced daily.
Unlisted from $50,000

Montaka Global Access Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. Priced monthly. Provides retail investors access to the Montaka Global Fund.
Unlisted from $1million

Montaka Global 130/30 Fund

Global
Provides the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating businesses through a global equity active extension strategy, which has the potential to significantly outperform the broader equities market over time. Seeks to generate double-digit annual average returns, net of fees. Daily priced.
Unlisted From $1 Million

Montaka Global Fund

Global
Aims to generate materially higher risk-adjusted returns, net of fees, than is generally available in the equities market over the medium term. By invitation only.