global equities

The arguments for using Listed Investment Companies (LICs) are numerous and the burgeoning LIC offering on the ASX means investors now have more choice than ever. One...

As 26th President of the USA, Teddy Roosevelt said, “In any moment of decision, the best thing you can do is the right thing…the worst thing you can do is nothing.”...

Towards the end of any cycle, as investors get confident and start to ignore risks, some trades can become overcrowded. What starts out as attractive returns can...

Global small and mid-cap companies (SMID) can complement and diversify existing exposure to mega and large-cap companies, as well as reduce exposure to potential...

The notion of global investing is not what it used to be just 10 years ago. Rapid advancements in technology, free trade agreements and the rise of multinationals in...

In our first monthly letter for the year, we highlighted that 2018 was unlikely to be a ‘set and forget’ year for investment strategy. As we approach the second half...

April was a volatile month indeed – or so you would think if you have been following the news. While sensationalised reporting generates readership, a comprehensive...

The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a famous quote attributed to Ray Kroc, the founder of...

Long before the term disruption was popularised by Silicon Valley, high quality business managers have been alert to the existence of change. In fact, Joseph A....

Franking credits, income levels and home bias are just 3 reasons why Australian investors have such a love affair with domestic markets. However, with Australia’s top...