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You are here: Manager factsheet

George Cooke

Montanaro Asset Management Lim, Montanaro Smaller Co Plc
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Manager profile
George graduated from the University of Nottingham in 2005 with an undergraduate degree in Management Studies. He spent a further year of study there at the end of which he was awarded a Masters (with Distinction) in Corporate Strategy & Governance. Immediately following this, he joined the graduate scheme at Aon Benfield (formerly Aon Re). Having completed this scheme, George settled as an Analyst within the ReSolutions department where he specialised in assisting with the capital and runoff issues of insurance and reinsurance companies. During his time at the company, George received a Diploma in Insurance. He is also a CFA Charterholder. After three and a half years with Aon Benfield, George joined Montanaro in July 2010. He is the Fund Manager of the European Income Fund, the European Smaller Companies Fund, the European Smaller Companies Trust and the Global Select Fund. Additionally, he has Analyst responsibilities for the Healthcare and Insurance sectors. His qualifications are BA (Hons) in Management Studies, University of Nottingham (2005); MA (with Distinction) in Corporate Strategy & Governance, University of Nottingham (2006); Exams passed for Diploma in Insurance; Chartered Financial Analyst (CFA).
Total return for George Cooke
Discrete calendar year performance : George Cooke

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
George Cooke 23.2 -4.1 -30.1 38.8 14.6 14.2 -1.3 23.7 17.3 24.0
Peer Group Composite 18.8 2.1 -20.6 38.2 7.1 5.3 -9.4 24.4 16.8 18.4
Over / Under 4.4 -6.2 -9.5 0.6 7.5 8.9 8.1 -0.7 0.5 5.6
Performance vs peer group composite: George Cooke
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Montanaro European Smaller Companies Trust PLC Lead manager IT European Smaller Companies since Jan 01 2012 to present
WS Montanaro Europe (ex-UK) Small and Mid-Cap Lead manager UT Europe Excluding UK since Jan 31 2020 to present
WS Montanaro Global Select Lead manager UT Global since Jul 01 2021 to present
Montanaro European Income Co-managed (deputy) FO Equity - Small Cap Europe since Apr 01 2024 to present
Funds managed previously
Fund Periods
Montanaro European Income since Nov 05 2015 to Mar 31 2024
Montanaro European Smaller Companies since Jul 01 2018 to Mar 31 2024
Montanaro UK Smaller Companies since Feb 02 2015 to fund close
Montanaro Global Innovation since Jan 01 2022 to Dec 31 2023
Montanaro UK Smaller Companies IT Trust PLC since Jul 01 2012 to Jul 31 2013
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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