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Montaka’s fourth quarter update «ROGER MONTGOMERY : INVESTMENT

Fourth quarter update from Montaka

Fourth quarter update from Montaka

In this video, Andrew reviews Montaka’s letter to investors in the fourth quarter of 2019. Discusses the view that the world is currently cheap for stocks, with monetary policy being extremely accommodating around the world. Andrew is also involved in the Floor & Decor portfolio.

The Montgomery Global Fund and Montaka have shares in Floor & Decor. This video was created on January 17th with the information we have today and our view may change. It is not formal advice or professional investment advice. If you want to trade with Floor & Decor, you should seek financial advice.


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Andrew Macken is the chief investment officer of the Montaka Fund and the Montgomery Global Fund. He founded MGIM in 2015 in partnership with Montgomery.

This entry was written by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The main purpose of this post is to provide factual information and not advice on financial products. In addition, the information provided is not intended to make recommendations or opinions about financial products. However, comments and opinions should only include general advice that was created without considering your personal goals, financial circumstances, or needs. For this reason, before intervening in the information provided, you should always check the adequacy of the information in terms of your personal goals, financial circumstances and needs and, if necessary, consult an independent advisor before making any decisions. This contribution explicitly excludes personal advice.

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