Don’t forget the keys to unlocking big wealth are compounding and time
In the current environment of heightened volatility, it’s vital that investors keep in mind the power of compounding. We use Buffett’s example in this article to highlight that the key to becoming very wealthy is strong compounding, repeated over time.
Behind the Scenes – Q&A with Andy & Chris on bringing Montaka’s new AI whitepaper to life
Investment specialist Matthew Briggs interviews Andy and Chris about our latest whitepaper on AI (artificial intelligence) and the reasons for selecting this topic.
Montaka’s summer reading list
Here are 10 books that were consumed by Montaka’s investment team during 2021. Some are old, some are new. And all of them shared valuable insights with us that we are now incorporating into our investment perspectives. Enjoy!
Monocle’s 5 most important articles
From misunderstood valuation multiples, to winning portfolio construction and investment cultures, and some of our top investment themes. These articles were some of our most read and shared last year – and we believe they hold important lessons for how to navigate the year ahead.
Montaka named in AFR Chanticleer column’s ‘Five best trades of 2021’
For investors, private markets ‘were the place to be in 2021’ and the best way to play the sector was owning the world’s three most prominent asset managers, Blackstone, KKR and Carlyle. It noted that Montaka owned all three companies in its portfolio and quoted our portfolio manager Chris Demasi.
Does your fund have a winning investment culture?
Given its opacity and difficulty to understand from an outsider’s perspective, culture is often underrated within investment firms. But at Montaka we believe culture is one of the most vital components in delivering superior long-term investment returns.
Why have investors become theme junkies?
In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all.
Misunderstood Multiples and Montaka’s Solution
When you look at a multiple, it may seem high at first glance. But it is essential to focus beyond this and understand the underlying business, its growth opportunities and what current market expectations imply. Certainly, a high multiple can be a red flag for overvaluation. However, you cannot draw any real conclusions from that multiple in isolation.
Zenith assigns ‘Recommended’ rating to listed Montaka funds
Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only
Equities Fund (ASX: MOGL).
Concentrated and Patient: How Active Investing Wins
A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.
