Archive: January, 2020

January 17, 2020

Montaka’s fourth quarter update

  In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor.
January 13, 2020

What should we expect from the big four banks in 2020?

  In this week’s video insight Stuart reviews the banks performance in 2019. The banks have endured a turbulent few of years and 2019 was no different, generating a total return of 9. 5 per cent for the calendar year, less than half that of the broader market return of 23. 8 per cent.


View all funds