Private equity firms are making long-term investments in legacy insurance books. What makes insurance, one of the oldest industries, fraught with regulation, so attractive to these smart investors?

An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal.

As Warren Buffett once said: “Price is what you pay; value is what you get.” This simple definition underpins the logical pursuit of value investors to make investments in businesses only when prices are materially below their true value.

The US sports betting space is an exciting vertical to be studying. However, regulation and ongoing competition may erode the industry’s potential rewards.

Great businesses have a culture of establishing and nurturing new business opportunities such as those described in this post.

Many may not realize but investing, is far more complex and random than a game like Russian roulette that has a set of defined and calculable probabilities.

The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.

Glenn Freeman chats with Montaka Portfolio Managers Andrew Macken and Chris Demasi about digital transformation which has accelerated in the midst of the pandemic and the qualities they look for while investing in a stock.

The unforeseen pandemic caused the stock market sell-off prompting the US Federal Reserve to pump financial markets with liquidity for the next three months. Resultantly the stock market bounced back. As the Fed’s role in financial markets has moderated recently, what does this imply for the share market investors?

The vast majority of losses come from picking the wrong business, not picking the wrong valuation on the right business." In the long-term, allowing the world’s best businesses to continue compounding your wealth has proven to be a most effective strategy.

It’s been five years since we launched our business, in partnership with our friends at Montgomery. And we wanted to take this opportunity to connect with you to reiterate our single clear goal in everything we do. And that is: to maximise the probability of achieving multi-decade compounding of your wealth, alongside our own. We are grateful for the trust you’ve placed in us. And we continue to work hard every day, with our highly-skilled team, to do well for you over time.