Why we like Ping An
Ping An is a leading Chinese life insurer with an attractive mix of insurance, banking and fintech operations and favorable industry tailwinds, yet is priced at liquidation value.
Recording of our global portfolio update
In this recording Andrew Macken and Christopher Demasi answer questions about the change in the global equities market while also addressing the potential buying opportunities. They explain how the Montaka team is dealing with the risks posed by the novel COVID-19 virus.
Coronavirus Correction
In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka’s CIO addresses two key questions which are being posed by investors. Have a look at this special edition of Montaka’s Spotlight series video to know more.
What is your edge?
In this video, we discuss the different types of edges an investor can possess. The most valuable edge is an informational edge, where the investor has better or faster information than everyone else.
Video: What’s Google Search Worth to You?
Given nearly all productive functionality on the internet is provided for free to the public in exchange for being advertised to, it is a fascinating question to consider what those web based services are actually worth to an individual if they were made to pay for them.
Low Rates, Assets Inflate: Whitepaper Summary
Watch Andrew Macken, Montaka CIO, summarize both the parts of the whitepaper in this short video.
