Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
Continue ReadingAccess our latest research and insights from the Montaka Investment Team
Access our latest research and insights from the Montaka Investment Team
Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
Continue ReadingDiscover 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.
Continue ReadingExplore 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.
Continue ReadingGiles Goodwill interviews Andy Macken about his outlook for 2024. Join them as they discuss China, AI winners and the recent growth trajectory that global equities have witnessed.
Continue ReadingExplore 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.
Continue ReadingWhy 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.
Continue ReadingExplore portfolio perspectives, stock insights and landmark white papers on major investment themes. Elevate your investment knowledge for a successful 2024.
Continue ReadingDive into Charlie Munger's wisdom on the intrinsic difficulty of investments and learn how Montaka's long-term perspective navigates market dynamics for great rewards.
Continue ReadingWhy 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.
Continue ReadingServiceNow operates as the backbone of enterprise IT infrastructure. With its AI-centric approach and unmatched data capabilities, it's positioned for exponential growth. Discover how this structural growth story can redefine enterprise operations.
Continue ReadingExciting 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.
Continue ReadingIn a tumultuous environment, understanding these demographic truths can help investors make informed decisions and remain patient, trusting in the potential of equities to deliver superior long-term returns.
Continue ReadingWe would love to hear from you. Whether we can help to compound your wealth, or you would just like to learn more, please get in touch.
Make sense of the global investment landscape with timely updates, articles and videos from our investment experts
Montaka Global Long Only Equities Fund (MANAGED FUND) ASX TICKER: MOGL
Montaka Global Long Only Fund
Montaka Global Extension Fund (QUOTED MANAGED HEDGE FUND) ASX TICKER: MKAX
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