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Q3 2023 Earnings Season Wrap | Podcast

Q3 2023 Earnings Season Wrap | Podcast

Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft.

4 truths about global equities

Mind the 4 demographic truths of equities

In a tumultuous environment, understanding these demographic truths can help investors make informed decisions and remain patient, trusting in the potential of equities to deliver superior long-term returns.

Letter from the Montaka PMs

Letter from the PMs – November 2023

Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.

Quarterly Update: Q3 2023

Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.

3 Pillars Podcast by Montaka Global

The 3 Pillars of outperformance | Podcast

Join Andy and Chris in a deep dive into the Three Pillars of Active Management – Concentration, Patience, and Discipline. They draw on empirical research to explain how these three pillars can lead to superior long-term returns for investors.

Quarterly Update: Q2 2023

In the first half of 2023, the economy, stock market, and Montaka’s portfolio have exceeded expectations. The portfolio’s appreciation led to questions about selling top performers, but we remain steadfast. Read on for insights on resilient stocks, our strategic holdings, and future outlook.