Around the world Enterprises are rapidly shifting to the cloud, accelerated by the COVID-19 pandemic, and Microsoft is leading the transformation with Office365 and Azure.

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.

Recently Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. How do we at Montaka proceed in light of this news? Read on to know.

Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base.

Why do we strongly believe there is a very high probability that ServiceNow will remain a winner in enterprise services and workflows for decades to come, read on to understand.

The value of guiding a customer from a legacy on-premise offering into a cloud solution, is not a simple dollar-for-dollar exchange. In fact, the migration usually results in the customer spending 2-3x more with that vendor, but saving 20-50% overall as it is able to shed significant ancillary costs.

Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.

Instagram Shops allows small businesses to have a virtual shopfront that will eventually span across all of Facebook’s digital properties- Facebook, Instagram, Messenger and Whatsapp. This has the potential to re-shape the e-commerce space.

While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.

For The Gap Inc. (GPS), it has been a tumultuous past few years as it has faced a slow bleed to e-commerce. Recently though Kanye West and his fashion company YEEZY have formed an alliance with GPS. The stock market reacted positively to the news, but can YEEZY bridge the gap for investors?

Read our analysis of UnitedHealth Group's Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations.

Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. Read on to know more about our analysis of this social media giant and where we feel it is headed.