Update 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 Letter: 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.

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.