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– Andrew Macken
2025 was a year defined by extraordinary change — and at the centre of it all was AI.
In this quarterly update, we unpack the major structural shifts shaping the global landscape, review 2025’s highly dispersed market returns, discuss key portfolio augmentations during Q4. In this video, we cover:
1. State of the Union — The Global Shifts of 2025
• The rise of great‑power competition
• AI-driven demand for chips, power and strategic resources
• Dynamics in US vs China power generation
• Growing inequality and workforce disruption
2. 2025 Performance Review
• Extreme return dispersion across the S\&P 500
• Winners and laggards within Montaka’s portfolio
• Why some declines may be temporary mispricings
• How structural advantages continue to matter
3. Q4 Portfolio Augmentations & Positioning
• Additions to Meta, S&P Global, Visa, Mastercard
• Opportunities in ServiceNow, Salesforce and REA
• Trim decisions following strong rallies
• Introduction of Albemarle (ALB) as an asymmetric value opportunity
Read the complete quarterly update letter here.
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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Follow along as we share real-time examples and investing tips that govern our stockpicks. Click below to listen. Alternatively, click on this link:
