In this quarterly update, Chris Demasi, Montaka's Portfolio Manager reflects upon the new era ushered in by the coronavirus pandemic. This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits.

In this quarterly update, Andrew Macken, Montaka's Chief Investment Officer touches upon a range of possible medium-term economic outcomes. He also shares a brief update on our current portfolio positioning.

To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.

To gain more insights about the last quarter of 2019 as well as the year gone by, please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer.