ServiceNow: Should this AI winner be the Magnificent 8th?

Montaka Global's ServiceNow stock thesis

ServiceNow operates as the backbone of enterprise IT infrastructure. With its AI-centric approach and unmatched data capabilities, it’s positioned for exponential growth. Discover how this structural growth story can redefine enterprise operations.

Q3 2023 Earnings Season Wrap | Podcast

Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft.

Mind the 4 demographic truths of equities

4 truths about global 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.

Letter from the PMs – November 2023

Letter from the Montaka PMs

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.

Quarterly Update: Q3 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.

The 3 Pillars of outperformance | Podcast

3 Pillars Podcast by Montaka Global

Join Andy and Chris in a deep dive into the Three Pillars of Active Management – Concentration, Patience, and Discipline. They draw on empirical research to explain how these three pillars can lead to superior long-term returns for investors.