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.
Quarterly Update: Q1 2023
As the saying goes: there are decades where little happens, and there are weeks where decades happen. The weeks of Q1 2023 fell squarely into the latter category. Our letter reflects on the consequences of the rapid monetary tightening, the recent collapse of banks and declining retail spending. The letter also discusses the launch of OpenAI’s latest AI model, GPT-4.
The Montaka funnel: a process for finding long-term winners
Taking a closer look at the Montaka funnel which not only describes our investment process, but also helps explain the relative stability of our portfolio (which might seem unusual, particularly during the recent bear market).
Why short-termism is both a travesty and an opportunity
Graham Hand, editor at Firstlinks interviews Chris and discuss investor’s short-term outlook. On any given day, whether the stockmarket rises or falls is a coin toss, but stay invested for 10 years and the odds are excellent. It’s at times of market selloffs that opportunities present for long-term investors.
Montaka named in AFR Chanticleer column’s ‘Five best trades of 2021’
For investors, private markets ‘were the place to be in 2021’ and the best way to play the sector was owning the world’s three most prominent asset managers, Blackstone, KKR and Carlyle. It noted that Montaka owned all three companies in its portfolio and quoted our portfolio manager Chris Demasi.
Concentrated and Patient: How Active Investing Wins
A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.
Our take on the current market volatility
Commsec’s Tom Piotrowski interviews our Chief Investment Officer, Andrew Macken, about the current market volatility. Andrew shares his analysis of the current economic scenario in the wake of Brexit, US-China relations and various other macro economic factors. Have a look at the video now to gain some valuable insights by clicking here.
