Beyond stock picking: The 3 big ideas that underpin Montaka’s portfolio construction
Most investors focus solely on which stocks to buy. But at Montaka, we believe how you construct your portfolio is equally critical. Discover how we build concentrated portfolios using Compounders, Outliers, and risk-based capital allocation to deliver sustainable long-term returns.
The Adaptable Investor: Only adaptive investment teams will win in this new AI world
Markets are shifting faster than ever as AI accelerates the discovery (and invalidation) of facts. The investors who thrive will be those who adapt. Andrew Macken explores how adaptability will unlock opportunities in this new era.
Are we experiencing an intelligence revolution?
Are we on the edge of a mind-expanding leap in human potential? From cell-based bots to brain-machine interfaces, the future is unfolding fast.
Investing Like Chris Hohn: Focus on Intrinsic Value, Not Market Noise
Legendary investor Chris Hohn explains why Moody’s, with 10% annual sales growth over 100 years, shows the power of holding great businesses long term.
Why Competitive Advantages Matter – And How Flywheels Make Them Stronger
How do companies like Spotify and Blackstone dominate their industries? Montaka’s “flywheel” model reveals the self-reinforcing cycles that strengthen competitive advantages—and how investors can spot them early.
Revolutionary ‘coding agents’ are creating even more upside for big tech
When Andrew Macken asked an AI coding agent to recreate his app in minutes—for free—he realized software development will never be the same. From Alphabet to Meta, companies are already using AI to cut costs and accelerate innovation. Here’s what investors need to know…
Invest in Better Businesses in Better Neighborhoods
Explore Montaka’s investment philosophy, drawing parallels with Blackstone’s shift from classic value investing to targeting “better businesses in better places.” This article delves into two high-growth sectors: alternative asset management and enterprise digital transformation.
Up 30% in a quarter? The mindset needed to successfully invest in transformational stocks
Investors in transformative businesses such as Amazon, Tencent and Meta, need to be prepared for the inherently uneven ‘lumpy’ returns of these businesses.
Finding needles in the haystack — ‘feature’ edition
Discover the powerful strategy of focusing on key ‘features’ that signal high-quality businesses, enabling investors to cut through the noise and identify exceptional long-term investment opportunities amid an information-flooded market.
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.