Quarterly Letter: Q3 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.
Investing in platforms: How to tell the difference between a platform goldmine and a value-destroying ‘trapdoor’
Uncover the secrets to identifying genuine platform businesses and avoiding value-sapping ‘trapdoors’ in the investment realm. Learn the hallmarks of real platform goldmines, how network effects play a pivotal role, and why some companies claiming to be platforms might be deceiving. Navigate the complex world of investments with Montaka’s expert insights.
Quarterly Letter: Q2 2023
In the first half of 2023, the economy, stock market, and Montaka’s portfolio have exceeded expectations. The portfolio’s appreciation led to questions about selling top performers, but we remain steadfast. Read on for insights on resilient stocks, our strategic holdings, and future outlook.
5 reasons to buy alternatives giant KKR for your portfolio
From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in Asia, or the potential for a valuation re-rating with smoother earnings streams, the future is full of extraordinary opportunities for KKR. With the stock undervalued, investors have a window of opportunity.