Montaka Global Investments Information

Montaka blends its talented, diverse and experienced team of individuals with a unique approach to global equity investing and extreme alignment with investors. Our Montaka strategy 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 more generally. Our Name Our name, Montaka, is a portmanteau of Montgomery and Mintaka. 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. The Mintaka double-star, represented by our logo, represents a core belief that harnessing the synergistic power of combined elements achieves superior outcomes for our investors. Montgomery is a premier Australian boutique fund manager and a partner in the founding of our business. Unique Opportunities to create value from extraordinary global businesses are revealed through the application of our unique “expectations first” approach to investing. We only buy businesses when the market-implied expectations built into a stock’s price are too conservative. 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 and experiences of Montaka’s investment team. Proprietary quantitative models are employed to generate a systematic 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.