Insights - All Posts

We unpack the major structural shifts shaping the global landscape, review 2025’s highly dispersed market returns, discuss key portfolio augmentations during Q4, and share a preview of Montaka’s latest ‘AI Bubble’ whitepaper

We share our investment strategy and portfolio performance amid recent political and macroeconomic uncertainty. We maintain focus on long-term opportunities and shed light on several key holdings beyond our core positions.

At the heart of this letter is a deep exploration of competitive advantage and the ‘flywheel’ conceptual model. Flywheels are the dynamic that enables a select few companies to generate unusually high and reliable growth over extended periods. It is these companies that make us extremely confident that Montaka will continue to deliver outsized returns for our investors well into the future.