• On the 3rd of July, the S&P500 index closed at an all-time high 2,996 points. But are equities that expensive? read here

Montaka’s Andrew Macken, the short seller taking on Buffett’s ‘inevitables’

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Montaka’s Andrew Macken, the short seller taking on Buffett’s ‘inevitables’

Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis. We believe changing consumer tastes and unrealistic market expectations have created a golden opportunity to go against a large group of stocks. Read here.

Montaka is short Kraft Heinz. This article was prepared 25 February with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Kraft Heinz you should seek financial advice.

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Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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2 Comments

  1. Congratulations Andrew. Very insightful article and view. Additionally, congratulations for not being swayed by the ‘Buffett’ bias, which I suspect may have been challenging at a point or two, and letting the evidence guide your view.
    Good thoughts

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