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Monte Investments Value And Growth

About Monte Investments Value And Growth

Stocks are selected with a thematic approach paired with a bottom-up fundamental analysis of each individual holding. We look for long-term secular growth in the market as well as operational durability and growth when assessing each company. We target a 2-5 year investment horizon for each company.

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Total Rebalances19
Last RebalanceJul 8, 2026

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Changes:CRWV +2.7%META +0.4%TXN +0.4%GLNG +0.3%AVGO +0.2%

$MONTEXX exited SARO and COST - added CRWV. CVWV provides ~17x EV/aEBITDA, long-tailed growth trajectory driven by increased capacity buildouts and improving economics with scale.

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