Update from the PMs – June 2024
The month of May was a little more eventful than usual – Global equity and bond markets experienced some volatility, primarily led by the off-again/on-again fears of sticky inflation and higher interest rates.
Update from the PMs – May 2024
Despite recent market turbulence, Montaka’s portfolio companies have reported excellent earnings. Our strategy approach allows us to overlook short-term market fluctuations and stay confident in our investments’ long-term potential.
Should investors fear an increasingly concentrated US stock market?
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.
Update from the PMs – April 2024
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.
4 simple steps to unearth great investment opportunities
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.
Update from the PMs – March 2024
High-quality revenue growth is truly valuable. And it’s often undervalued by the market, which is Montaka’s opportunity.
5 exciting areas of investment opportunity in 2024
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.
Update from the PMs – February 2024
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.
Update from the PMs – January 2024
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.
Update from the PMs – December 2023
Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.
