Explore the six compelling reasons why LVMH, the world's leader in luxury with iconic brands like Louis Vuitton and Dior, is well-positioned to benefit from powerful structural tailwinds and continue its impressive earnings growth for decades to come.

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.

After a strong December quarter last year, 2024 has commenced with another solid March quarter. The lesson that markets are essentially unpredictable over short time periods continues to be reinforced.

Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.

Discover a straightforward approach to identifying superior long-term investment opportunities by following these four simple steps: identify reliable transformations, map out potential opportunities, pinpoint businesses with durable advantages, and test for valuation acceptability.

High-quality revenue growth is truly valuable. And it's often undervalued by the market, which is Montaka's opportunity. 

Explore five key investment opportunities for 2024 and beyond, including winners in alternative assets, a luxury giant thriving in a shifting market, AI innovators, mission-critical financial service platforms, and the pivotal role of digital marketing gatekeepers in driving business revenue growth.

Giles Goodwill interviews Andy Macken about his outlook for 2024. Join them as they discuss China, AI winners and the recent growth trajectory that global equities have witnessed.

The year is well underway and we're amidst the busy earnings season for Q4 of last year. So far Montaka's investee companies are delivering strong results.

Explore the insights and strategic moves that shaped Montaka's investment approach in the extraordinary year of 2023. From the surprising stock market dynamics to the focus on 'compounder' businesses and high-potential investment areas, join Montaka's journey through the December Quarterly Letter.

2023 was an extraordinary year characterized by stock returns that were okay for the many (the median stock in the S&P 500 returned 12.7% in 2023), and extraordinary for the few (one stock in eight from the S&P 500 returned 50% or more). Montaka was fortunate to own many of the extraordinary performers in 2023.

Explore portfolio perspectives, stock insights and landmark white papers on major investment themes. Elevate your investment knowledge for a successful 2024.