Quarterly Letter: Q2 2023
In the first half of 2023, the economy, stock market, and Montaka’s portfolio have exceeded expectations. The portfolio’s appreciation led to questions about selling top performers, but we remain steadfast. Read on for insights on resilient stocks, our strategic holdings, and future outlook.
Quarterly Letter: Q1 2023
As the saying goes: there are decades where little happens, and there are weeks where decades happen. The weeks of Q1 2023 fell squarely into the latter category. Our letter reflects on the consequences of the rapid monetary tightening, the recent collapse of banks and declining retail spending. The letter also discusses the launch of OpenAI’s latest AI model, GPT-4.
Quarterly Letter: Q1 2021
In this quarterly update, Andy & Chris highlight the structural advantages a few of Montaka’s largest holdings. They also touch base on a new position that was added to Montaka’s portfolio during the quarter. Get insights on all this and more in this quarterly update video.
Quarterly Letter: Q4 2020
In this quarterly update, Chris Demasi, Montaka’s Portfolio Manager reflects upon the new era ushered in by the coronavirus pandemic. This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits.
Quarterly Update: Q3 2020
In this quarterly update, Andrew Macken, Montaka’s Chief Investment Officer touches upon a range of possible medium-term economic outcomes. He also shares a brief update on our current portfolio positioning.
Quarterly Update: Q2 2020
To gain more insights about the last quarter (June 2020), please have a look at this video featuring Andrew Macken, Montaka’s Chief Investment Officer.
Quarterly Update: Q4 2019
To gain more insights about the last quarter of 2019 as well as the year gone by, please have a look at this video featuring Andrew Macken, Montaka’s Chief Investment Officer.