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.

Quarterly Letter: Q4 2024

Q4

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.

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.

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.

The biggest surprise in US earnings

US earnings season

Insights from the recent US earnings season, discussing 9 companies that delivered solid results but faced muted stock price reactions. Discover Montaka’s latest addition and investment thesis.