Montaka blends its talented and experienced team of individuals with a combination of global business insights, investment philosophy and structure previously unavailable to Australian investors broadly.
Montaka Global Fund provides individuals, families and their investment entities with the opportunity to create long-term value from both the expansion of carefully selected extraordinary global businesses and the deterioration of those that are identified as inferior and flawed. Investors may also benefit from offshore diversification, while being potentially protected from a decline in equity markets and a volatile currency.
Our name, Montaka, is a portmanteau of Montgomery and Mintaka.
Montgomery Investment Management is a premier Australian boutique fund manager and a founding majority shareholder of Montgomery Global Investment Management.
Mintaka is a double-star in the constellation Orion, 7000 times brighter than the sun, and one of the few observable from both North America and Australia.
Montaka connects international investors with an expanded universe of global opportunities by combining the experience of its team with a unique investment style, philosophy and process, unavailable at many much larger institutions.
Opportunities to create value from extraordinary global businesses are revealed through the application of the value-investing framework already employed successfully across Montgomery funds.
And creating value from deteriorating businesses and declining markets requires the application of a tested and proven proprietary investment framework that leverages the unique international skillset of Montaka’s team.
Proprietary quantitative models are employed to generate a universe of opportunities, that are subsequently subjected to the team’s investment experience and fundamental research skillset to produce a superior and repeatable investment process that can be applied with consistency.
For any given return, the profile of those returns – the path taken to get there – is even more important. Employing a quality, value investing approach can reduce risk. And we believe successfully making investments that also profit from deteriorating or flawed businesses and industries, as well as declining markets can mitigate risk further. The inclusion of these investments reduces the investor’s exposure to the market and its vicissitudes overall.