Blackstone (BX) is Benefitting from Global Full-Service Deal Sourcing at Scale

Montaka Global Investments, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm is focused on sustainably compounding its portfolio over the long term. The June quarter was interesting for investors. In the first week, Trump’s ‘Liberation Day’ tariff policy caused a double-digit drop in the S&P 500. However, the index then rebounded nearly 25%, despite ongoing Israeli and US attacks on Iran. Although volatile, such market swings can create attractive investment opportunities. Montaka’s portfolio is highly concentrated, with the top 10 investments representing 76% of the portfolio. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Montaka Global Investments highlighted stocks such as Blackstone Inc. (NYSE:BX). Blackstone Inc. (NYSE:BX) is an alternative asset management firm. The one-month return of Blackstone Inc. (NYSE:BX) was 7.73%, and its shares gained 21.04% of their value over the last 52 weeks. On September 23, 2025, Blackstone Inc. (NYSE:BX) stock closed at $184.91 per share, with a market capitalization of $227.102 billion.

Montaka Global Investments stated the following regarding Blackstone Inc. (NYSE:BX) in its second quarter 2025 investor letter:

“In a recent presentation to investors, I asked what the companies on the left (below) all have in common. It’s perhaps not immediately obvious what a payments company has in common with a retailer; or what an asset manager has in common with an audio streaming platform. (Of course, all of these companies are owned by Montaka at present.)

It is only with the conceptual model of ‘flywheels’ that investors can connect these seemingly disparate businesses.

Even Blackstone Inc. (NYSE:BX) and KKR, the world’s leading alternative asset managers, exhibit flywheel dynamics. With the greatest scale around the world, and full-service offerings across the entire capital structure, they can source the most attractive deals. These attributes attract the world’s largest clients, as well as the highest-caliber deal-making talent – all of whom mutually benefit from greater investment returns over time. Furthermore, with some of the largest investment portfolios in the world, Blackstone and KKR can leverage their proprietary data sources to identify new investment trends before they are recognized by the competition, further increasing expected investment returns.”

Blackstone Inc. (NYSE:BX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 72 hedge fund portfolios held Blackstone Inc. (NYSE:BX) at the end of the second quarter, compared 81 in the previous quarter.  While we acknowledge the risk and potential of Blackstone Inc. (NYSE:BX) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Blackstone Inc. (NYSE:BX) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Blackstone Inc. (NYSE:BX) and shared the list of high growth mega cap stocks you can buy and hold for the next 3 years. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.