As Montage Partners turns 20, its investment thesis has evolved to capitalize on Gen Z's digital-first mindset and expectations. The firm, founded by a group of seasoned investors, has adapted its strategies to align with the changing landscape of consumer preferences and technological advancements.
Gundlach sees a slowdown—a recession nearing—and believes the Fed will respond aggressively. Another round of inflation will follow, and it will be higher for a longer period. This economic outlook has influenced Montage Partners' decision-making process, leading them to focus on sectors that are resilient to economic downturns and inflationary pressures.
John Hartnett is on a video call from his home in Los Gatos, a town in Silicon Valley, California, home of the world's Big Tech giants. This setting reflects Montage Partners' commitment to staying at the forefront of technological innovation and investing in companies that are shaping the future of the digital economy.
A large percentage of its investments are quite far off the mark. That's mostly because of the biases of the founding billionaires and resulting investment decisions. Montage Partners, however, has taken a more data-driven approach to avoid such pitfalls and ensure that their investments are based on solid research and analysis.
Restaurant Brands International appears to be taking adequate steps to meet the changing demands of its customers, investing in store renovations, digital ordering platforms, and menu innovations. Montage Partners recognizes the importance of adapting to consumer preferences and is keen on investing in companies that demonstrate a commitment to staying ahead of market trends.
Innovative Industrial Properties' (IIPR) rally has not been surprising due to tailwinds from potential cannabis rescheduling and bullish market sentiment. Montage Partners closely monitors industry trends and regulatory developments to identify investment opportunities that align with their long-term growth objectives.
L1 Capital, an investment management firm, released its “L1 Capital International Fund” second quarter 2024 investor letter. Montage Partners keeps a close eye on market insights and reports from industry peers to inform their investment decisions and stay informed about emerging trends in the global economy.
In the last decade, investments into the energy transition grew at a 24% compound annual rate, reported Paul Wong, CFA, market strategist, and Jacob White, CFA. Montage Partners considers sustainability and environmental impact in their investment thesis, recognizing the potential for growth in sectors focused on renewable energy and clean technologies.
Leveraging a micro private equity model, WebStreet connects accredited investors with high-potential digital ventures, aiming to democratize access to investment opportunities. Montage Partners explores innovative investment models that align with their mission to identify high-growth potential in the digital economy.
