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Investment Management

In the current market environment a trend moving away from the typical fund of fund business can be observed due to the double fee layer and the achieved returns over the last years. Additionally, investors realize that the management of their investments can be done more accurately through investing directly into funds and not through fund of funds. Both facts result in an increased amount of investors that are building up in-house teams or working together with an external advisor in order to create return-seeking portfolios.

Activities in this field comprise finding investment opportunities, analyzing, evaluating, recommending, and executing investments together with investors. Montana Capital Partners works together closely with its clients constructing top-down and bottom-up investment programs, sourcing the right funds, analyzing the underlying data and supporting the client in each step of the investment process. The aim is to have a well-balanced portfolio, comprised of the best managers in each segment/ geography analyzed through best- in- class and rigorous due diligence and to have a close grip on the portfolio through disciplined monitoring.

Montana Capital Partners aims to provide clients with best-in-class investment management services.