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.)
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 potential of Blackstone Inc. (NYSE:BX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
