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Letter from the PMs – December 2024
December 6, 2024
Discover how the Republican election victory boosted US equities and why Spotify’s Q3 earnings far exceeded expectations. Learn about Montaka’s insights on Alphabet, KKR, and the latest trends in AI and the US housing market.
Letter from the PMs – November 2024
November 6, 2024
A popular narrative suggests that stocks are expensive and investment opportunities are scarce. However, Montaka is finding numerous undervalued stocks, enough to fill a highly concentrated portfolio.
Letter from the PMs – October 2024
October 10, 2024
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Despite the upcoming US election’s significance, Montaka believes it will have minimal impact on stock prices. Additionally, MFF Capital Investments’ acquisition of Montaka will provide greater resources and ensure the continuity of Montaka’s investment strategies and team.
