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You are here: Manager factsheet

Adam Montanaro

Montanaro Smaller Co Plc, Montanaro Asset Management Lim
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Manager profile
Adam graduated from Durham University with a 1st Class (Hons) BA in Combined Social Sciences, primarily studying Philosophy and Anthropology. He began his career at PwC where he was a Senior Associate in the Investment Management Tax team. During his time at PwC he qualified as a Chartered Accountant (ACA), winning the Institute of Chartered Accounts of England and Wales (ICAEW)’s Railton prize for the highest score in Business Strategy worldwide and finishing Fourth place in South-East England at the Professional Stage.In 2013 Adam joined Aberdeen Asset Management (now abrdn plc) in their Emerging Markets Equities team where he worked as an Analyst, Portfolio Manager and more recently as an Investment Director. Adam was part of the portfolio construction team for the firm’s flagship Emerging Markets ‘Long Term Quality’ equity products, co-manager of the abrdn Emerging Markets Income Equity Fund and lead manager of a billion-pound EM segregated mandate. Adam also successfully launched and ran a dedicated Israel Fund for the Japanese retail market.Adam joined Montanaro in 2023 as an Analyst.
Total return for Adam Montanaro
Discrete calendar year performance : Adam Montanaro

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
Adam Montanaro -1.8 1.5 -15.7 46.8 -13.3 -2.7 - - - -
Peer Group Composite 4.6 -4.3 -8.4 46.9 -14.4 -1.5 - - - -
Over / Under -6.4 5.8 -7.3 -0.1 1.1 -1.2 - - - -
Performance vs peer group composite: Adam Montanaro
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
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Montanaro Better World Co-managed (deputy) FO Equity - Ethical since Jan 01 2024 to present
Montanaro Global Innovation Co-managed FO Equity - International since Jan 01 2024 to present
WS Montanaro Better World Co-managed (deputy) UT Global since Jan 01 2024 to present
Funds managed previously
Fund Periods
abrdn Emerging Markets Opportunities Equity since May 31 2018 to fund close
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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