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Why Chris Demasi is calm about his stock bets being dumped

Chris Demasi AFR interview

Why Chris Demasi is calm about his stock bets being dumped

In an interview with the AFR, Demasi explains why short-term volatility doesn’t derail his investment strategy, emphasizing business fundamentals over stock price fluctuations. Discover why Montaka doubled down on KKR during its sell-off and how patience defines their high-conviction approach.

Alternate Asset Managers Eye the Retirement Prize

Private equity giants like Blackstone and KKR are making a bold move into retirement accounts, aiming to bring alternative assets—traditionally reserved for institutions—to everyday investors. With trillions in 401(k) funds up for grabs and regulatory shifts opening doors, this could reshape wealth management forever.

Update from the PMs – April 2025

It’s been an extraordinary few weeks. While US equities fell sharply, European equities were booming (at least, prior to Trump’s sweeping tariff announcements).

Amazon’s Hidden Flywheel: Robotics Revolution

Amazon’s relentless focus on innovation has birthed a hidden flywheel: its robotics-driven fulfillment network. From overcoming pandemic-induced challenges to addressing overcapacity, Amazon’s investment in cutting-edge robotics is transforming its operations.

Update from the PMs – March 2025

We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.