WHITE PAPER

HOW TO PROFIT FROM MARKET MYTHS

Great investment opportunities can come from questioning long-held beliefs. In this whitepaper, we explain how our Montaka global equity long-short fund is profiting by taking short positions in several packaged goods businesses, who produce everyday goods like Kellogg, Kraft Heinz and Campbell Soup. These were once considered to be highly defensive, and their earnings are relatively stable, but are now facing major challenges.