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.
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.
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.
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.
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.
Up 100%: 4 reasons why Spotify’s share price resurrection will continue
Spotify’s stock is experiencing a remarkable resurgence, and this article unveils the four key factors driving its continued success. From data-driven innovation to untapped pricing potential, Spotify’s future looks promising.
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.