Given its opacity and difficulty to understand from an outsider’s perspective, culture is often underrated within investment firms. But at Montaka we believe culture is one of the most vital components in delivering superior long-term investment returns.

Three examples of stocks in the reopening, defensive and mega tech narratives highlight a market that would baffle a rational Martian.

Of the private market giants, our preferred option is Blackstone, the world’s number one player with $US731 billion of assets under management (AUM) across all asset classes. The company has grown its AUM by 16% per annum for the last decade. It has created a ‘flywheel’ where its success allows it to attract the best talent and best deals, that lead to further success.

In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all.

It is uncertain what the US competitive landscape will look like after years of newly regulated states and competitive customer acquisition still to come, but if Flutter can replicate Sportsbet’s success with FanDuel, it will help to unlock the huge valuation upside that makes Flutter such a compelling investment today.

When you look at a multiple, it may seem high at first glance. But it is essential to focus beyond this and understand the underlying business, its growth opportunities and what current market expectations imply. Certainly, a high multiple can be a red flag for overvaluation. However, you cannot draw any real conclusions from that multiple in isolation.

Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only Equities Fund (ASX: MOGL).

We have recently passed yet another reporting season where investors typically try to analyze heaps of information that could impact short-term stock movement. Read on to know what our team has identified as the 5 big investment ideas from this recent reporting season to gain an edge in your investment decisions.

Blackstone - the alternative asset management firm stands at the edge of an incoming, multi-decade, secular inflection across asset management. What makes us believe that Investors have a window of opportunity with Blackstone right now? Read on to know our analysis.

Many investors are now asking: is China too risky for foreign investors? We feel the answer lies in not avoiding China. But to invest in China properly. Read Montaka's 5 steps to profiting in China.

A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.

Investors look at mega-tech companies and feel they are over-valued- how could their growth stint continue in the same trajectory? The answer lies in the S-curve. Read on to know all about it.