Christopher Demasi
Christopher is a Portfolio Manager for the Montaka funds and the Montgomery Global funds. He joined MGIM at establishment in 2015.
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articles by Christopher Demasi
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Hearts & Minds investments: Montaka’s best idea and why
Christopher Demasi
February 15, 2019
Chris was previewed by the Hearts & Minds LIC (HM1). He articulates the investment thesis on Airbus which he pitched as a long idea at the Sohn Hearts & Minds conference in November last year and was selected by the HM1 Investment Committee as an investment in the LIC. Read here. Continue…
by Christopher Demasi Posted in In the Press.
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Nasdaq is baq in 2019
Christopher Demasi
February 11, 2019
After running into a bear market late last year, the Nasdaq index which measures technology stocks in the US, is up almost 20 per cent and on its way to the second-fastest bounce back in history. Continue…
by Christopher Demasi Posted in Global markets, Market commentary.
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Home prices back at peak levels…in the US
Christopher Demasi
February 4, 2019
After writing a piece on Aussie home prices last week, I thought it only fair to follow up with something closer to Montaka’s second home here in New York. While all our readers will be aware that Australian home prices have taken a turn down over the last 15 months or so, how many know what happened to US home prices since they tumbled in the turmoil of the financial crisis of 2008-09? Continue…
by Christopher Demasi Posted in Property.
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Aussie houses, foreign buyers, where did everybody go?
Christopher Demasi
January 29, 2019
I hadn’t expected to arrive in our New York office in the depths of winter (minus 23 degrees with windchill last weekend) after enjoying Christmas in Sydney (30 degrees and shorts are a fond memory) to write about Australian houses. We run global funds, and Australia is still part of the world, so maybe I can justify it that way. Continue…
by Christopher Demasi Posted in Property.
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Name those stocks, revealed
Christopher Demasi
December 21, 2018
Thank you for sending in your guesses to my previous post, name those stocks… and their multiples. It’s time I reveal the answers and how you can use them to reflect on the madness of markets. Continue…
by Christopher Demasi Posted in Investing Education.
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Name those stocks…and their multiples
Christopher Demasi
December 14, 2018
Andrew Macken recently wrote about the disconnect (my words, not his) that he is seeing in the way the stock market is valuing Facebook, compared to a lot of stocks in the Australian domestic share market that are perceived to be high quality and high growth. Today I want to do something similar, and I want our readers to take part. Continue…
by Christopher Demasi Posted in Investing Education.
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What’s not up?
Christopher Demasi
December 4, 2018
In this week’s video insight Chris takes a closer look at the first trading day in December following the partial standstill in the trade war between the US and China. Broad stock indices around the world shot up, although there was one basket of stocks which didn’t. Which sector was this?
by Christopher Demasi Posted in Global markets, Video Insights.
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Regal Funds Management’s Craig Collie tips dim Celltrion reality
Christopher Demasi
November 19, 2018
Melissa Yeo published an article in The Australian which identifies gains in the downside for investors, drawing on Chris’ short thesis for Campbell Soup. Read here.
by Christopher Demasi Posted in On the Internet.
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Amazon, Airbus, Bandai Namco, JB Hi-Fi, Campbell: Sohn Australia
Christopher Demasi
November 19, 2018
Rebecca Jones and Abhishek Vishnoi published an article in Yahoo Finance which discusses 15 stocks highlighted at the Sohn Hearts & Minds Australia conference. They mention Chris’ view on shorting Campbell Soup and owning Airbus. Read here.
by Christopher Demasi Posted in On the Internet.
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Focus on value pays off for Montaka
Christopher Demasi
November 16, 2018
Damon Kitney published an article in The Australian where he interviewed Christopher Demasi to discuss the Montaka funds and the process behind the strategy. Read here.
by Christopher Demasi Posted in On the Internet.
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