Update from the PMs – May 2024
Despite recent market turbulence, Montaka’s portfolio companies have reported excellent earnings. Our strategy approach allows us to overlook short-term market fluctuations and stay confident in our investments’ long-term potential.
Quarterly Letter: Q1 2024
Our strong performance continued into Q1 2024, supported by resilient US economic data and promising growth in key sectors, particularly technology and finance. With strategic additions to our portfolio, including AMD and Kyndryl Holdings, we remain optimistic about substantial long-term growth opportunities, as we navigate the unpredictable US political landscape.
Six reasons LVMH will keep compounding for decades to come
Explore the six compelling reasons why LVMH, the world’s leader in luxury with iconic brands like Louis Vuitton and Dior, is well-positioned to benefit from powerful structural tailwinds and continue its impressive earnings growth for decades to come.
Should investors fear an increasingly concentrated US stock market?
Uncover why the surging concentration of mega-tech companies in the US stock market is a structural shift reflecting their increasing contribution to the real economy and AI-driven scale advantages.
Update from the PMs – April 2024
After a strong December quarter last year, 2024 has commenced with another solid March quarter. The lesson that markets are essentially unpredictable over short time periods continues to be reinforced.
6 reasons why Blackstone shares are massively undervalued
Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
4 simple steps to unearth great investment opportunities
Discover a straightforward approach to identifying superior long-term investment opportunities by following these four simple steps: identify reliable transformations, map out potential opportunities, pinpoint businesses with durable advantages, and test for valuation acceptability.
Update from the PMs – March 2024
High-quality revenue growth is truly valuable. And it’s often undervalued by the market, which is Montaka’s opportunity.
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.
