5 exciting areas of investment opportunity in 2024
Explore five key investment opportunities for 2024 and beyond, including winners in alternative assets, a luxury giant thriving in a shifting market, AI innovators, mission-critical financial service platforms, and the pivotal role of digital marketing gatekeepers in driving business revenue growth.
What might surprise in 2024? 5 questions with our CIO
Giles Goodwill interviews Andy Macken about his outlook for 2024. Join them as they discuss China, AI winners and the recent growth trajectory that global equities have witnessed.
Montaka’s sizzling ‘Summer Reads’ of 2023
Explore portfolio perspectives, stock insights and landmark white papers on major investment themes. Elevate your investment knowledge for a successful 2024.
You might be surprised to learn what Charlie Munger called “damn difficult”
Dive into Charlie Munger’s wisdom on the intrinsic difficulty of investments and learn how Montaka’s long-term perspective navigates market dynamics for great rewards.
Mind the 4 demographic truths of equities
In a tumultuous environment, understanding these demographic truths can help investors make informed decisions and remain patient, trusting in the potential of equities to deliver superior long-term returns.
5 Questions: Why are ‘compounder’ stocks the bedrock of Montaka’s portfolio?
Discover the world of ‘compounder’ stocks- established winners that sustainably grow their business value over time. Learn why they are essential to Montaka’s portfolio, offering high returns and minimizing downside risk.
History shows the stock market can be wildly wrong. Is it now wrong on AI and China?
Explore cases where stock prices diverge from intrinsic value, and learn how to navigate market mispricing by staying focused on business fundamentals. Discover insights on areas of potential mispricing today and the importance of anchoring investment decisions in fundamentals, not stock prices.
6 Questions: Why we also hold ‘outlier’ stocks like Spotify in our portfolio
Chris shares Montaka’s investment approach, where our portfolio is anchored by both ‘compounder’ stalwarts like Microsoft, and promising ‘outliers’, exemplified by Spotify. Discover how these distinct stock types contribute to Montaka’s forward-looking strategy.
From Wagga to Wall Street. How I became a global equities investor.
Explore the lasting value of global equities in the ever-evolving investment landscape. Andrew Macken, Montaka’s CIO, shares insightful perspectives on why they deserve a place as a cornerstone in your portfolio, drawing from his personal journey of building a career in global equities.
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.