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.
You might be surprised to learn what Charlie Munger called “damn difficult”
Dive into Charlie Munger’s wisdom on the intrinsic difficulty of investments and learn how Montaka’s long-term perspective navigates market dynamics for great rewards.
Mind the 4 demographic truths of equities
In a tumultuous environment, understanding these demographic truths can help investors make informed decisions and remain patient, trusting in the potential of equities to deliver superior long-term returns.
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.
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.
Where to from here after this year’s big rally?
While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.
Short-term versus long-term investing (the pros and cons)
In this insightful article, Chris Demasi discusses the considerations investors should evaluate when deciding between short-term and long-term investment horizons. By examining the source of opportunity, drivers of return, potential for outsized gains, degree of deviation, and portfolio turnover, investors can make informed decisions to maximize their returns while managing risk. Demasi emphasizes the benefits of a long-term approach while acknowledging the value of selectively capitalizing on short-term opportunities.
5 steps to evolve your investing in the right direction
Investing is a continual evolution and involves learning and extracting the right lessons. Are you looking for ways to enhance and improve your investing strategy? This article covers 5 key steps for advancing your investment strategy in the appropriate direction.
Extrapolation trap: Despite the recent growth slowdown, we remain bullish on the long-term structural growth of 2 key industries
As we see reports of decelerating growth this year and into next year, some investors may be questioning their outlook. These industries have not entered a ‘new normal’ of permanent slower growth. The slowdown is cyclical, not structural.
