active funds

It requires dynamic and flexible thinking, but we share our playbook for investing (and outperforming) with fallen market darlings.

We outline 4 case studies from the past 12 months and 3 new companies to which we’re applying the lessons learned for future outperformance.

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection

In this article, we discuss the investment case for a large scale global fund manager currently trading on attractive valuation metrics.

Andrew Macken, Montaka’s CIO, shares his personal journey of building a career in global equities in this insightful article.

In this article, we examine some of the key players in the ASX funds management sector, including discussion of recent bidding activity.

Despite compelling evidence, fund managers continue to ignore, and as a result heavily discount, lithium brine projects.

Stock markets always dive after interest rates rise, right? Wrong. Global stocks rise by an average of 9.2% in the 12 months after a US Federal Reserve rate hike,...