• In this whitepaper Montaka identifies key features of enterprise technology businesses that make them highly resilient and durable investments in most economic conditions. Download here.

The evolution of Montaka’s strategy suite

 

The evolution of Montaka’s strategy suite

Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base.

Our most recent addition is the Montaka Global Extension Fund. This is a new ASX-quoted fund under the ticker MKAX. As with all funds in our Montaka active extension strategy, MKAX will typically remain fully invested. That is, the configuration of its long and short portfolios will typically result in a net market exposure of approximately 100%. In addition, MKAX exhibits some modest capital protection enhancements, which are not present in the strategy’s unlisted fund. 

We are delighted to announce the launch of the Montaka Global Extension Fund (Quoted Managed Hedge Fund) (ASX: MKAX). This new fund gives investors access to a portfolio of global growth opportunities through one online trade. You can also register to receive more information about the fund here: MKAX: Register Your Interest

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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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