Letter from the PMs – April 2024
After a strong December quarter last year, 2024 has commenced with another solid March quarter. The lesson that markets are essentially unpredictable over short time periods continues to be reinforced.
Letter from the PMs – March 2024
High-quality revenue growth is truly valuable. And it’s often undervalued by the market, which is Montaka’s opportunity.
Letter from the PMs – February 2024
The year is well underway and we’re amidst the busy earnings season for Q4 of last year. So far Montaka’s investee companies are delivering strong results.
Letter from the PMs – January 2024
2023 was an extraordinary year characterized by stock returns that were okay for the many (the median stock in the S&P 500 returned 12.7% in 2023), and extraordinary for the few (one stock in eight from the S&P 500 returned 50% or more). Montaka was fortunate to own many of the extraordinary performers in 2023.
Letter from the PMs – December 2023
Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.
Letter from the PMs – November 2023
Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.
Where to from here after this year’s big rally?
While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.
The AI Revolution: Addressing 10 Vital Questions for Investors
Explore the critical implications of AI, from its revolutionary potential to economic effects, resultant winners and losers in the stock market, and the need for businesses to adapt, in this informative Q&A session with our CIO Andrew Macken.
Why Buffett is Buying: 3 perspectives that show stocks are still cheap
In this article, we will explore the investing environment that led the legendary investor Warren Buffet to purchase more stocks in 2022 than in the previous 15 years combined. Despite the popular belief that stocks are expensive and corporate bonds are cheap, Amit Nath, the Director of Research at Montaka, presents three vital valuation perspectives that contradict this notion. These include the Equity Risk Premium (ERP), Corporate bond spreads, and how to measure them with the help of NYU professor Aswath Damodaran.
The case for investment optimism: 4 tech advancements that will underpin long-term returns (and the 3 stocks you need to profit from them)
With so much bad news abound, it can be difficult to see any light amidst the economic darkness. But in engineering labs all around the world, extraordinary advancements in technology are being made. In the not-too-distant future, the economic cycle will turn, and the market’s myopia will fade. And when it does, the new market opportunities unlocked by today’s technological advancements will come into focus.
