The rearmament supercycle: Why Montaka invested in BAE Systems
A global shift in security dynamics is creating a rearmament supercycle. As nations move away from US-backed security, defence expenditures are set to rise for the next decade. Discover why Montaka has invested in BAE Systems, a leading global defence contractor, to capitalize on this structural trend and how its unique global footprint, strong order book, and asymmetric upside make it a compelling addition to our portfolio in this evolving geopolitical landscape.
Price vs Value: The Best Companies in the World Are on Sale
In a volatile market, it’s easy to focus on falling prices. However, as Warren Buffett taught us, price is not the same as value. In this article we explore the significant disconnect between the recent share price declines of world-class companies and their sustained, robust earnings growth. Find out why we believe this presents a unique opportunity to invest in durable, competitive advantages at a discount.
History shows the stock market can be wildly wrong. Is it now wrong on AI and China?
Explore cases where stock prices diverge from intrinsic value, and learn how to navigate market mispricing by staying focused on business fundamentals. Discover insights on areas of potential mispricing today and the importance of anchoring investment decisions in fundamentals, not stock prices.
Tech not dead: 5 big investment opportunities in tech today
Our latest whitepaper revealed how new waves of innovation, particularly in AI, are fueling a new phase of growth in tech. Despite the recent stock price drawdowns, the future for tech is bright, particularly in AI, and we highlight companies with huge growth opportunities and cheap valuations.
3 market myths that threaten to derail investors’ long-term wealth
We continue to believe that the stock market offers materially better value than bonds, in general today. And this belief is based on detailed, ‘first-principles’ analysis. Though many stocks are overvalued today, some are still materially undervalued.
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.
As the range gets wider, investing gets harder
There are lots of things that could happen; but only one thing that will happen. This is one of the better articulations out there of the concept of risk. Understanding risk is at the core of any investment because substantially all investments could result in a range of possible outcomes. Sometimes that range is narrow […]