Montaka Global Investments

What Montaka Global Investments does

Montaka Global Investments is an Australian-domiciled specialist fund manager (Montaka Global Pty Ltd, ABN 62 604 878 533, AFSL 516 942) founded in 2015 and headquartered in Sydney. It operates a high-conviction, concentrated global equities strategy targeting long-term compounders in attractive transforming markets, with explicit emphasis on AI, cloud, digital advertising, and alternative asset management themes.

The firm's product set comprises three vehicles: the ASX-listed Montaka Global Fund Active ETF (MOGL) and Montaka Global Extension Fund Complex ETF (MKAX), targeting annual distributions of 4.5% and 5.0% respectively, alongside the unlisted Montaka Global Long Only Fund for wholesale investors. Portfolio construction is grounded in a proprietary Expectations Investing Framework that incorporates Competitive Advantage Period (CAP) and Market-Implied CAP (MICAP) analysis to assess valuation durability. The portfolio holds approximately 10 core investee companies representing 74% of exposure, with annualised turnover of 26%.

Montaka generates revenue predominantly through management fees on its managed funds and ETFs, distributed via ASX listings for retail/wholesale access, direct unlisted access for wholesale clients, and intermediated relationships with Australian financial advisers and consultants. Content-led marketing through whitepapers, the Montaka Monocle newsletter, quarterly letters, and the Spotlight Series podcast underpins adviser engagement. Since February 2025, Montaka operates as a subsidiary of ASX-listed MFF Capital, retaining operational independence while gaining distribution and capital backing.

Name

Montaka Global Investments

Legal name

Montaka Global Pty Ltd

Website

https://montaka.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Montaka Global Investments is a Sydney-based specialist fund manager running a concentrated global equities strategy across two ASX-listed ETFs and an unlisted managed fund, targeting long-term compounders and AI-theme winners for wholesale investors and financial advisers.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Global Equity (Active) (FSAAAIAD)

Keywords

• Global equity funds
• Investment management
• Asset management
• Managed funds
• Fund management

Headquarters

HQ city

Surry Hills

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Management Fees: Montaka generates revenue through management fees charged on its managed funds and ETFs, including the Montaka Global Fund Active ETF (ASX: MOGL), Montaka Global Extension Fund Complex ETF (ASX: MKAX), and the unlisted Montaka Global Long Only Fund
2. Target Distributions: The funds target annual distributions of 4.5% p.a. for MOGL and 5% p.a. for MKAX, providing income to investors alongside capital growth

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Montaka Global Investments is a specialist high-conviction global equities fund manager that offers concentrated global equity portfolios through two ASX-listed ETFs (MOGL and MKAX) and one unlisted managed fund (Montaka Global Long Only Fund). The firm applies proprietary Competitive Advantage Period (CAP) and Market-Implied CAP (MICAP) analytical frameworks to invest in long-term winners in attractive transforming markets, with target annual distributions of 4.5% for MOGL and 5% for MKAX.

Product overview

Montaka Global Investments is a specialist high-conviction global equities fund manager offering three distinct investment products: the ASX-listed Montaka Global Fund – Active ETF (MOGL), the unlisted Montaka Global Long Only Fund, and the ASX-listed Montaka Global Extension Fund – Complex ETF (MKAX). The firm focuses on investing in long-term winners within attractive transforming markets with outsized return potential. Alongside its fund offerings, Montaka provides educational content through its Montaka Monocle newsletter, Spotlight Series podcast, whitepapers, quarterly letters, and market insights.

Differentiator

Problem solved

Functional benefit

Brands

• Montaka Global Fund – Active ETF (ASX: MOGL): Concentrated global equities portfolio, ASX-listed active ETF and direct unlisted access, long-term capital growth with target distributions 4.5% p.a.
• Montaka Global Long Only Fund
• Montaka Global Extension Fund – Complex ETF (ASX: MKAX)

Products and services

• Montaka Global Fund – Active ETF (ASX: MOGL) ASX-listed active ETF providing concentrated global equities exposure for long-term capital growth, with target distributions of 4.5% per annum. Available via ASX listing and direct unlisted access.
• Montaka Global Long Only Fund Unlisted managed fund offering a concentrated global equities portfolio targeting long-term capital growth, available to wholesale investors.
• Montaka Global Extension Fund – Complex ETF (ASX: MKAX) ASX-listed complex ETF combining a concentrated global equities portfolio with short positions, targeting long-term capital growth with target distributions of 5% per annum.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Magellan Asset Management: Australian active global equities fund manager (ASX: MFG), operator of the flagship Magellan Global Fund and ASX-listed MGE/ MHG/ WLE ETFs. Closely comparable to Montaka in philosophy (quality compounders) and product structure (active ETFs + unlisted managed funds). Highly relevant as MFF Capital cited a 'Magellan-like vision' for the combined Montaka-MFF entity.
• Antipodes Partners: Australian-based global equities fund manager (ASX: APL) running the Antipodes Global Fund and Asia/Long-Short strategies. Direct peer as a Sydney-based boutique offering active global equities via listed investment company (APL) with a long-biased absolute-return orientation similar to Montaka's MKAX.
• Platinum Asset Management: ASX-listed Australian active global equities manager (ASX: PTM) offering Platinum International Fund and ASX-listed ETFs (PIXX). Direct peer on global equities, listed product structure, and long-biased absolute-return orientation with short positions.
• Cooper Investors: Australian boutique active equities manager focused on high-quality global and domestic companies, distributing through unlisted managed funds and adviser channels. Comparable as a similar-sized quality-compounder boutique targeting wholesale and advised retail investors.
• L1 Capital: Australian boutique asset manager (ASX: L1F) running global and Australian equities strategies through both listed and unlisted vehicles. Comparable as a mid-sized active equities specialist with concentrated portfolios and similar adviser-led distribution.

Emerging players

• WCM Investment Management: US-based global equities manager focused on quality growth compounders, with a concentrated best-ideas approach and global ETF wrappers (WCMI). Comparable investment philosophy to Montaka but US-domiciled with broader institutional penetration.
• ARK Invest: US-based thematic ETF issuer (ARKK, ARKW, etc.) focused on disruptive innovation including AI, genomics, and fintech. Comparable on thematic AI/technology ETF distribution and thought leadership, though with much higher portfolio turnover and US-centric investor base.

Broad incumbents

• Baillie Gifford: Large UK-based active global equities manager known for long-term growth and thematic strategies including AI/technology. Comparable on long-duration thematic equity expertise and concentration in transformative tech names, though at significantly larger scale and global reach.
• iShares by BlackRock: Global ETF issuer including broad global equity ETFs (URTH, IXUS) and active ETFs in the global equities space. Comparable as a competitor on ASX-listed ETF distribution and as a benchmark fee-pressure reference for active global equity managers.
• Vanguard Investments Australia: Major passive ETF and managed fund provider in Australia (VGS, VGAD, etc.) offering low-cost global equity exposure. Comparable as the dominant passive substitute in Montaka's distribution channels and the primary structural fee-compression headwind for active global equities managers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/montakaglobal
• YouTubepodcasters.spotify.com/pod/show/montaka
• Facebookfacebook.com/montakaglobal
• LinkedInlinkedin.com/company/montaka

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Montaka Global Investments