Quarterly Letter: Q4 2024
This insightful quarterly update sheds light on our evolved investment strategy which focusses on ‘advantaged’ businesses within structural transformations. Also learn about the four major cyclical upswings expected in 2025.
Update from the PMs – January 2025
Long summer days are perfect for catching up on the best content of the year just gone. And in this post, we’ve got you covered with just that + our Q4 2024 letter.
Update from the PMs – December 2024
Discover how the Republican election victory boosted US equities and why Spotify’s Q3 earnings far exceeded expectations. Learn about Montaka’s insights on Alphabet, KKR, and the latest trends in AI and the US housing market.
Update from the PMs – November 2024
A popular narrative suggests that stocks are expensive and investment opportunities are scarce. However, Montaka is finding numerous undervalued stocks, enough to fill a highly concentrated portfolio.
Quarterly Letter: Q3 2024
When you combine solid US aggregate growth, falling interest rates, and reasonable equity valuations (after adjusting for several distortions), it makes global equities fertile ground for investment opportunities. And yet markets have experienced some volatility of late.
Update from the PMs – October 2024
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Despite the upcoming US election’s significance, Montaka believes it will have minimal impact on stock prices. Additionally, MFF Capital Investments’ acquisition of Montaka will provide greater resources and ensure the continuity of Montaka’s investment strategies and team.
MFF Capital Investments announces intention to acquire Montaka
The acquisition aims to combine the strengths of both companies while preserving Montaka’s independent operations and team structure, offering enhanced resources and long-term stability for investors.
Update from the PMs – September 2024
Why Today’s Market is Full of Opportunities – Explore the current global investing landscape with insights on inflation, interest rates, and market volatility. Discover why valuations are attractive and how innovative companies like Meta and Amazon are undervalued.
Update from the PMs – August 2024
Pundits have offered lots of possible reasons for the recent stock price declines. From new recession fears in the US, to heightened geopolitical risks in the Middle East, to fears that AI has been overhyped and will fail to deliver on elevated expectations.
Quarterly Letter: Q2 2024
Over the past 18 months, the market has been on a tremendous run and our performance has been outstanding. Investors worry if the market has risen too fast too soon; if it’s too concentrated; and if the portfolio still offers excellent value. Get answers to all this and much more in our Q2 2024 update.
