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You are here: Manager factsheet

Charles Montanaro

Montanaro Asset Management Lim, Montanaro Smaller Co Plc
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Manager profile
Charles graduated with an honours degree in Anthropology from Durham University in 1976. He spent four years in industry before joining Merrill Lynch in 1980 as a private client broker in London. He joined Dean Witter Reynolds in 1984 and Drexel Burnham Lambert in 1987 as a Senior Vice President where, in both cases, he was their top institutional broker in the UK, joining the high-yield bond department in 1989. In 1990, Charles joined MMG Patricof (now Apax Partners) as a Director of investment banking working with UK private and public smaller companies. In August 1991, he founded Montanaro to specialise in analysing and investing in quoted European smaller companies on behalf of leading institutions. He has since launched and managed several funds and established a strong track record. In addition, he has served on the Boards of two public smaller companies. He was appointed a Director of the Montanaro European Smaller Companies plc on 12 January 2012.
Total return for Charles Montanaro
Discrete calendar year performance : Charles 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
Charles Montanaro 10.6 5.7 -23.4 37.6 8.6 2.6 9.4 28.2 -2.2 11.8
Peer Group Composite 14.3 5.4 -10.9 34.6 -4.9 -3.1 9.8 28.9 0.6 6.5
Over / Under -3.7 0.3 -12.5 3.0 13.5 5.7 -0.4 -0.7 -2.8 5.3
Performance vs peer group composite: Charles 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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Montanaro UK Smaller Companies IT Trust PLC Lead manager IT UK Smaller Companies since Jun 27 2016 to present
WS Montanaro UK Income Co-managed IA UK All Companies since Jan 31 2020 to present
WS Montanaro Global Select Co-managed (deputy) IA Global since Apr 01 2022 to present
Montanaro UK Income Co-managed (deputy) IA UK All Companies since Apr 01 2024 to present
Funds managed previously
Fund Periods
Montanaro European Smaller Companies since Dec 08 2000 to Jun 30 2018
Montanaro UK Income since Dec 18 2012 to Mar 31 2024
Montanaro UK Smaller Companies IT Trust PLC since Apr 01 2006 to Jun 30 2012
Montanaro Better World since Apr 10 2018 to Dec 31 2023
Montanaro European Smaller Companies Trust PLC since Sep 04 2006 to Dec 31 2011
Montanaro UK Income since Dec 29 2006 to Dec 31 2011
WS Montanaro Better World since Jan 31 2020 to Dec 31 2023
Montanaro European Smaller Companies since Jul 01 2018 to Dec 31 2021
WS Montanaro Global Select since Jan 31 2020 to Jun 30 2021
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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