Update from the PMs – July 2025
As Montaka marks its 10-year anniversary, we reflect on the enduring value of flywheel businesses—those that share economics with customers to drive compounding growth.
Update from the PMs – June 2025
Despite volatility driven by US tariff uncertainty, we remain focused on long-term opportunities—from the rise of alternative asset managers targeting retirement funds to the transformative power of AI coding agents.
Update from the PMs – May 2025
As Q1 earnings roll in, Montaka highlights how its portfolio companies are thriving despite tariff tensions and market volatility—focusing on long-term growth, strategic resilience, and the transformative potential of AI.
Update from the PMs – April 2025
It’s been an extraordinary few weeks. While US equities fell sharply, European equities were booming (at least, prior to Trump’s sweeping tariff announcements).
Update from the PMs – March 2025
We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.
Update from the PMs – February 2025
We take a step back and consider from first principles some of the prevailing questions on equity markets from 2024: Are valuations too high? Are markets heading for a correction? Or should investors stay the course?
Update from the PMs – January 2025
Long summer days are perfect for catching up on the best content of the year just gone. And in this post, we’ve got you covered with just that + our Q4 2024 letter.
What might surprise in 2024? 5 questions with our CIO
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.
3 stocks set for ‘takeoff’
As the year wraps up amidst economic puzzles and geopolitical conflicts, a unique investment window is opening up. Despite cautious sentiments, three standout stocks, S&P Global, KKR, and Spotify, are on the brink of ‘takeoff.’ This article unveils the untapped potential and growth narratives propelling these stocks beyond current market expectations.
Our take on the current market volatility
Commsec’s Tom Piotrowski interviews our Chief Investment Officer, Andrew Macken, about the current market volatility. Andrew shares his analysis of the current economic scenario in the wake of Brexit, US-China relations and various other macro economic factors. Have a look at the video now to gain some valuable insights by clicking here.
