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.
5 Questions: Why are ‘compounder’ stocks the bedrock of Montaka’s portfolio?
Discover the world of ‘compounder’ stocks- established winners that sustainably grow their business value over time. Learn why they are essential to Montaka’s portfolio, offering high returns and minimizing downside risk.
Update from the PMs – November 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.
Concentrated, patient and disciplined. The 3 pillars of active management outperformance
Learn the importance of concentration, patience, and discipline in active management. By examining real-world examples and empirical research, we shed light on the challenges and opportunities of navigating the complex world of active investing.
The 3 Pillars of outperformance | Podcast
Join Andy and Chris in a deep dive into the Three Pillars of Active Management – Concentration, Patience, and Discipline. They draw on empirical research to explain how these three pillars can lead to superior long-term returns for investors.
6 Questions: Why we also hold ‘outlier’ stocks like Spotify in our portfolio
Chris shares Montaka’s investment approach, where our portfolio is anchored by both ‘compounder’ stalwarts like Microsoft, and promising ‘outliers’, exemplified by Spotify. Discover how these distinct stock types contribute to Montaka’s forward-looking strategy.