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
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.
Global tech-bubble or opportunity
Andy recently sat down with NAB’s Gemma Dale to discuss the valuations of global technology stocks and whether or not investors should be concerned about the tech-bubble. Listen to the podcast here.
Quarterly Letter: Q1 2021
In this quarterly update, Andy & Chris highlight the structural advantages a few of Montaka’s largest holdings. They also touch base on a new position that was added to Montaka’s portfolio during the quarter. Get insights on all this and more in this quarterly update video.
Quarterly Letter: Q4 2020
In this quarterly update, Chris Demasi, Montaka’s Portfolio Manager reflects upon the new era ushered in by the coronavirus pandemic. This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits.
Montaka: Five years on – Reinforcing our approach
It’s been five years since we launched our business, in partnership with our friends at Montgomery. And we wanted to take this opportunity to connect with you to reiterate our single clear goal in everything we do. And that is: to maximise the probability of achieving multi-decade compounding of your wealth, alongside our own. We are grateful for the trust you’ve placed in us. And we continue to work hard every day, with our highly-skilled team, to do well for you over time.
Aligned Incentives or Dodgy Governance?
Investors spend all-day learning about business operations and industries but often fail to scrutinize a firm’s corporate governance procedures, especially management compensation which is a key driver influencing the creation of long-term value for shareholders.
Exponential Growth in a Pandemic
Reported cases of COVID-19 are a function of testing and largely incomparable across regions. Understanding the delayed exponential spread shows us the true challenge of containing infection.
Latest update on our global portfolios in the midst of COVID-19
As of Monday, March 30, we have observed that the COVID-19 data (daily growth rates in deaths and cases) shows clear signs of improvement in Europe and Australia. On this basis we have updated our portfolio exposure, the details of which are shared in the article.
FAQs from our Global Webinar
What with the equity market around the world having changed significantly in the past few weeks as the markets corrected from record highs, investors look to weigh up the potential buying opportunities. We recently held a webinar to address this scenario and here is a lowdown of the commonly asked questions.
