Insights

MFF Capital Investments announces intention to acquire Montaka

LVMH investment thesis by Montaka

LVMH | Montaka’s 5-Pillar Thesis

LVMH is an attractive long-term investment opportunity, thanks to its strong position in the growing high-end luxury market, its customer base’s resilience to economic cycles, and what we perceive as current undervaluation by the market. View the investment thesis video here.

Letter from the PMs – September 2024

Why Today’s Market is Full of Opportunities – Explore the current global investing landscape with insights on inflation, interest rates, and market volatility. Discover why valuations are attractive and how innovative companies like Meta and Amazon are undervalued.

Letter from the PMs – August 2024

Pundits have offered lots of possible reasons for the recent stock price declines. From new recession fears in the US, to heightened geopolitical risks in the Middle East, to fears that AI has been overhyped and will fail to deliver on elevated expectations.

Quarterly Update: Q2 2024

Over the past 18 months, the market has been on a tremendous run and our performance has been outstanding. Investors worry if the market has risen too fast too soon; if it’s too concentrated; and if the portfolio still offers excellent value. Get answers to all this and much more in our Q2 2024 update.

Letter from the PMs – July 2024

Stock market investors could be forgiven for feeling a sense of déjà vu. It looks a lot like this time last year when the market had advanced 16% in the first six months of 2023 – its best first semester since before the pandemic – and was quickly closing in on a new all-time high.

KKR- a strong buy in stocks

KKR: The Berkshire Hathaway of Private Equity?

Explore how KKR is evolving into the ‘Berkshire Hathaway’ of private equity by adopting long-term investment strategies and simplifying financial reporting. Learn the similarities in their business models and future growth opportunities.