In this video Andrew shares a summary of Montaka’s Q4 2019 letter to investors. Discussing the view that the world is favourable for equities at the moment with monetary policies highly accommodative around the world. Andrew also shares a holding in the portfolio – Floor & Decor.

The Montgomery Global Fund and Montaka own shares in Floor & Decor. This video was prepared 17 January with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Floor & Decor you should seek financial advice.