3
3

Update from the PMs – January 2025

Getting your Trinity Audio player ready...

– Andrew Macken & Chris Demasi


Happy new year! We hope you are enjoying some sunshine and relaxation somewhere.

Long summer days are perfect for catching up on the best essays, books, and podcasts of the year just gone. We’ve got you covered in Montaka’s Summer Investment Guide. Whether you’re seeking to understand markets, explore investment opportunities in AI, or master the art of competitive strategy, these insightful reads (and listens) will equip you with the knowledge and tools to become a more informed and successful investor.

We also share an advanced copy of Montaka’s Q4 2024 Letter to Investors in which we explore:

  • How Montaka’s evolution 5 years ago laid the foundations for our strong recent performance,
  • How Montaka’s impending tie-up with MFF will further strengthen our investing capability,
  • Why we see several cyclical upswings coming in 2025 to the benefit of Montaka’s portfolio, and
  • How Montaka’s portfolio is positioned for the new year.

We wish you all the best for the year ahead.

Sincerely,

Andrew Macken & Chris Demasi


Podcast: Join the Montaka Global Investments team on Spotify as we share real-time examples and investing tips that govern our stockpicks. Click below to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka



Note: Montaka is invested in Spotify, Alphabet and KKR.

 
Andrew Macken is the Chief Investment Officer & Chris Demasi is the Portfolio Manager at Montaka Global Investments. 
To learn more about Montaka, please call +612 7202 0100 or leave us a line on montaka.com/contact-us
 
Disclaimer :

This document was prepared by Montaka Global Pty Ltd (ACN 604 878 533, AFSL: 516 942). The information provided is general in nature and does not take into account your investment objectives, financial situation or particular needs. You should read the offer document and consider your own investment objectives, financial situation and particular needs before acting upon this information. All investments contain risk and may lose value. Consider seeking advice from a licensed financial advisor. Past performance is not a reliable indicator of future performance.

Related Insight

Share

Get insights delivered to your inbox including articles, podcasts and videos from the global equities world.