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 KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR) is an equity and real estate investment firm. The one-month return of KKR & Co. Inc. (NYSE:KKR) was 4.83%, and its shares gained 11.83% of their value over the last 52 weeks. On September 23, 2025, KKR & Co. Inc. (NYSE:KKR) stock closed at $147.25 per share, with a market capitalization of $136.282 billion.

Montaka Global Investments stated the following regarding KKR & Co. Inc. (NYSE:KKR) in its second quarter 2025 investor letter:

“The June quarter was certainly an interesting time for investors. In the first week, thanks to Trump’s ‘Liberation Day’ tariff policy announcement, the S&P500 experienced a double-digit percentage decline. But then over the subsequent weeks, the index bounced back by nearly 25% notwithstanding an extraordinary Israeli and US attack on Iran along the way. The good news is that, while uncomfortable, such market volatility can create (even more) attractive investment opportunities.