Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the ‘SaaSpocalypse’, yet the underlying businesses performed well. Montaka’s strategy...
Montaka Global Investments’ Q2 2026 Investor Letter
