New Mountain Capital, LLC was established in 1999 and currently manages greater than $15 billion of assets across public equity, private equity and credit products. New Mountain manages public equity portfolios through New Mountain Vantage Advisers, L.L.C. ("Vantage"), a U.S. SEC-registered investment adviser that manages privately offered, pooled investment vehicles available exclusively to accredited investors, and which are designed to apply New Mountain's established strengths as an acquirer and builder of businesses toward non-control positions in the U.S. public equity markets generally. Vantage has approximately $2.8 billion under management. New Mountain has approximately 60 investment professionals and 200 institutional investors across its business lines.
Since 2006, New Mountain Vantage has pursued a U.S. Long Short equity strategy and seeks to invest based on deep, fundamental research. On the long side, the team strives to invest in high quality companies whose securities are substantially undervalued relative to the intrinsic value and where there are opportunities for price appreciation. On the short side, the team looks at companies across different industries whose share price appears overvalued based on its research. The team tends to look at companies on the short side that they perceive to have possible industry changes, unsustainable growth, and/or minimal cash flows to support valuations. The Fund is not subject to any specific industry sector constraints on target investments but will generally focus on certain “defensive growth” industries. The Fund will often have exposure in sectors such as healthcare (i.e. speciality pharma, hospitals), business services (i.e. payroll services, benefits services and information services), the technology sector (i.e. payment processors, software), media (paid television operators, cable networks) and the energy sector (typically energy services related companies).
Defensive Growth Investment Strategy: New Mountain invests in attractively priced stocks which tend to be highly cash generative and in some cases, have identifiable catalysts. The investments are focused in defensive growth areas of the economy. The firm has a consistent track record of achieving strong risk-adjusted returns across market cycles for investors.
Experienced Team: The Vantage team has significant experience in targeted sectors. The team is supported by the broader New Mountain investment team and its underlying network of private companies in which it invests.
Differentiated Network: Vantage’s ability to leverage New Mountain’s human capital, private-equity due diligence capabilities, industry knowledge and institutional infrastructure enhances its investment approach, provides differentiated idea-sourcing capabilities, and creates a competitive edge.
MontLake Asset Management Ltd, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
The Manager of MontLake UCITS Platform ICAV is MontLake Management Ltd, a company regulated by the Central Bank of Ireland.
This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.
Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.
The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.
Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.
Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.
The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.
A commission or sales fee may be charged at the time of the initial purchase for an investment and may be deducted from the invested amount therefore lowering the size of your investment. The Investment Manager will be entitled to receive a performance fee as well as a management fee, calculated on a daily basis and paid quarterly by the sub-funds.
The Levels and bases of taxation are dependent on individual circumstances and subject to change and therefore it is highly recommended that you consult a professional tax advisor.