Why Chris Demasi is calm about his stock bets being dumped

Chris Demasi AFR interview

In an interview with the AFR, Demasi explains why short-term volatility doesn’t derail his investment strategy, emphasizing business fundamentals over stock price fluctuations. Discover why Montaka doubled down on KKR during its sell-off and how patience defines their high-conviction approach.

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 – 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).