Whitepapers
Why Chris Demasi is calm about his stock bets being dumped
In an interview with the AFR, Demasi explains why short-term volatility doesn’t derail his investment strategy, emphasizing business fundamentals over stock price fluctuations. Discover why Montaka doubled down on KKR during its sell-off and how patience defines their high-conviction approach.
Ignore political noise, America is still best bet for investors
In their own way, Macken and Demasi are repeating their version of Buffett’s argument that the structural forces for growth and innovation behind the success of the US are too ingrained in the system to be stuffed up by whichever group of politicians happens to be in Washington.
Why investment legend Chris Mackay says ‘it’s a dangerous time’
(As mentioned in the AFR Chanticleer) The MFF Capital Investments boss and Magellan co-founder says the “everything rally” is likely to reverse, but calm, long-term investors can fight through the noise.
