Update from the PMs – January 2025

– Andrew Macken & Chris Demasi

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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

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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

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