Does your fund have a winning investment culture?
Given its opacity and difficulty to understand from an outsider’s perspective, culture is often underrated within investment firms. But at Montaka we believe culture is one of the most vital components in delivering superior long-term investment returns.
Why this market would freak out a Martian
Three examples of stocks in the reopening, defensive and mega tech narratives highlight a market that would baffle a rational Martian.
Barbarians in your portfolio: The best way to access the private markets boom
Of the private market giants, our preferred option is Blackstone, the world’s number one player with $US731 billion of assets under management (AUM) across all asset classes. The company has grown its AUM by 16% per annum for the last decade. It has created a ‘flywheel’ where its success allows it to attract the best talent and best deals, that lead to further success.
