Why Competitive Advantages Matter – And How Flywheels Make Them Stronger
How do companies like Spotify and Blackstone dominate their industries? Montaka’s “flywheel” model reveals the self-reinforcing cycles that strengthen competitive advantages—and how investors can spot them early.
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.
Revolutionary ‘coding agents’ are creating even more upside for big tech
When Andrew Macken asked an AI coding agent to recreate his app in minutes—for free—he realized software development will never be the same. From Alphabet to Meta, companies are already using AI to cut costs and accelerate innovation. Here’s what investors need to know…
The Defining Word of the Trade War is ‘Inequality’ not ‘Tariff’
Wealth inequality—not tariffs—is the real force behind Trump’s trade war. Learn how global demand imbalances shape trade conflicts.
5 reasons why Europe’s stock rally may not live up to expectations
Europe’s stock rally faces headwinds: weak ROEs, overregulation, aging demographics, security risks, and political fragmentation. Short-term fiscal boosts may not offset long-term challenges.
Invest in Better Businesses in Better Neighborhoods
Explore Montaka’s investment philosophy, drawing parallels with Blackstone’s shift from classic value investing to targeting “better businesses in better places.” This article delves into two high-growth sectors: alternative asset management and enterprise digital transformation.
The Tyranny of the Narrative: Why Long-Term Investors Should Ignore the Headlines
Short-term narratives like the 2022 “Year of Oil” and “Tech Wreck” misled investors, but those who focused on long-term principles emerged victorious. Learn why ignoring the headlines is crucial for long-term success.
Ignore political noise, America is still best bet for investors
In their own way, Macken and Demasi are repeating their version of Buffett’s argument that the structural forces for growth and innovation behind the success of the US are too ingrained in the system to be stuffed up by whichever group of politicians happens to be in Washington.
Chris Mackay buys Montaka, outlines Magellan-like vision
(As mentioned in the AFR) Magellan Financial Group co-founder Chris Mackay is reshaping his own Magellan offshoot by snapping up global equities manager Montaka into his $2 billion investment vehicle.
6 Questions: Why we also hold ‘outlier’ stocks like Spotify in our portfolio
Chris shares Montaka’s investment approach, where our portfolio is anchored by both ‘compounder’ stalwarts like Microsoft, and promising ‘outliers’, exemplified by Spotify. Discover how these distinct stock types contribute to Montaka’s forward-looking strategy.
