Montanaro Asset Management

Overview

Montanaro Asset Management is an independent investment boutique based in London, specializing exclusively in quoted Small & MidCap equities. They view themselves as 'Quality Growth' investors, taking a common-sense approach to identify the highest quality smaller companies with strong management teams that they can own for the long term. Montanaro has one of the largest research teams dedicated to this asset class, allowing them to unearth hidden gems within their investment universe. Their investment strategy focuses on identifying companies with simple business models, profitability, niche market positions, market leadership, and high operating margins. They are not traders; instead, they commit capital to businesses for the long term, with their presence on shareholder registers typically well received. Their Investment Committee provides rigor and oversight to their process. Montanaro's commitment to sustainability and ESG factors is deeply embedded in their investment process. They are a certified B Corporation, demonstrating their dedication to responsible business practices and their belief that sustainable companies offer the best potential for delivering sustainable returns. Their impact strategy focuses on investing in companies providing solutions to global challenges, and they are signatories to numerous industry codes and pledges promoting sustainable investing.

Investment Focus

• Professional or institutional investors only

Portfolio Companies