Insights - All Posts

As Montaka marks its 10-year anniversary, we reflect on the enduring value of flywheel businesses—those that share economics with customers to drive compounding growth.

Despite volatility driven by US tariff uncertainty, we remain focused on long-term opportunities—from the rise of alternative asset managers targeting retirement funds to the transformative power of AI coding agents.

As Q1 earnings roll in, Montaka highlights how its portfolio companies are thriving despite tariff tensions and market volatility—focusing on long-term growth, strategic resilience, and the transformative potential of AI.