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Trending Insights

Access our latest research and insights from the Montaka Investment Team

4 simple steps to unearth great investment opportunities

Discover a straightforward approach to identifying superior long-term investment opportunities by following these four simple steps: identify reliable transformations, map out potential opportunities, pinpoint businesses with durable advantages, and test for valuation acceptability.

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5 exciting areas of investment opportunity in 2024

Explore five key investment opportunities for 2024 and beyond, including winners in alternative assets, a luxury giant thriving in a shifting market, AI innovators, mission-critical financial service platforms, and the pivotal role of digital marketing gatekeepers in driving business revenue growth.

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Quarterly Update: Q4 2023

Explore the insights and strategic moves that shaped Montaka's investment approach in the extraordinary year of 2023. From the surprising stock market dynamics to the focus on 'compounder' businesses and high-potential investment areas, join Montaka's journey through the December Quarterly Letter.

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Letter from the PMs – January 2024

Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.

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Letter from the PMs – December 2023

Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.

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Q3 2023 Earnings Season Wrap | Podcast

Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft.

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