Update from the PMs – July 2025
As Montaka marks its 10-year anniversary, we reflect on the enduring value of flywheel businesses—those that share economics with customers to drive compounding growth.
Update from the PMs – June 2025
Despite volatility driven by US tariff uncertainty, we remain focused on long-term opportunities—from the rise of alternative asset managers targeting retirement funds to the transformative power of AI coding agents.
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…
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 – May 2025
As Q1 earnings roll in, Montaka highlights how its portfolio companies are thriving despite tariff tensions and market volatility—focusing on long-term growth, strategic resilience, and the transformative potential of AI.
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.
Patience and Probabilities: Where Montaka’s Competitive Edge Shines
In uncertain markets, Montaka thrives by focusing on high-probability winners. Drawing from Nick Sleep’s principles, we invest in robust businesses like Amazon and Spotify—where customer value far exceeds profits. Learn why patience is our ultimate advantage.
Transforming Labor with AI: The big winners from the Agentic Boom
Businesses spend $3.7 trillion annually on tasks that AI agents can now automate—with 6x ROI. Discover how Salesforce’s Agentforce will dominate this revolution.
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).
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.