Quarterly Update: Q2 2023

In the first half of 2023, the economy, stock market, and Montaka’s portfolio have exceeded expectations. The portfolio’s appreciation led to questions about selling top performers, but we remain steadfast. Read on for insights on resilient stocks, our strategic holdings, and future outlook.

From Wagga to Wall Street. How I became a global equities investor.

Andrew Macken's personal story of becoming a global equities investor

Explore the lasting value of global equities in the ever-evolving investment landscape. Andrew Macken, Montaka’s CIO, shares insightful perspectives on why they deserve a place as a cornerstone in your portfolio, drawing from his personal journey of building a career in global equities.

Where to from here after this year’s big rally?

Where to from here by Chris Demasi

While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.

5 reasons to buy alternatives giant KKR for your portfolio

Why is KKR such a BUY-worthy stock

From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in Asia, or the potential for a valuation re-rating with smoother earnings streams, the future is full of extraordinary opportunities for KKR. With the stock undervalued, investors have a window of opportunity.

Short-term versus long-term investing (the pros and cons)

In this insightful article, Chris Demasi discusses the considerations investors should evaluate when deciding between short-term and long-term investment horizons. By examining the source of opportunity, drivers of return, potential for outsized gains, degree of deviation, and portfolio turnover, investors can make informed decisions to maximize their returns while managing risk. Demasi emphasizes the benefits of a long-term approach while acknowledging the value of selectively capitalizing on short-term opportunities.

5 steps to evolve your investing in the right direction

Stewps to improve your investing strategy

Investing is a continual evolution and involves learning and extracting the right lessons. Are you looking for ways to enhance and improve your investing strategy? This article covers 5 key steps for advancing your investment strategy in the appropriate direction.

Tech not dead: 5 big investment opportunities in tech today

Top 5 tech stocks - Montaka

Our latest whitepaper revealed how new waves of innovation, particularly in AI, are fueling a new phase of growth in tech. Despite the recent stock price drawdowns, the future for tech is bright, particularly in AI, and we highlight companies with huge growth opportunities and cheap valuations.

Quarterly Update: Q1 2023

As the saying goes: there are decades where little happens, and there are weeks where decades happen. The weeks of Q1 2023 fell squarely into the latter category. Our letter reflects on the consequences of the rapid monetary tightening, the recent collapse of banks and declining retail spending. The letter also discusses the launch of OpenAI’s latest AI model, GPT-4.