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Update from the PMs – January 2025
January 6, 2025
Long summer days are perfect for catching up on the best content of the year just gone. And in this post, we’ve got you covered with just that + our Q4 2024 letter.
Update 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.
Update 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.
