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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Charles Montanaro

Charles Montanaro

About Charles Montanaro

Charles Montanaro was born in 1955 in Kent, United Kingdom. He graduated from Durham University in 1976 with an Honours degree in Anthropology. In 1980, Charles joined Merrill Lynch as a private client broker in London and went on to become senior vice president for Dean Witter Reynolds (1984) and Drexel Burnham Lambert (1987). In 1990, he joined MMG Patricof (now Apax Partners) as a director of investment banking. Charles founded Montanaro in August 1991, and is currently the chief executive and lead manager from launch of the Montanaro European Smaller Companies fund. His investment style focuses on value by investing in growth companies. Charles enjoys soccer, tennis, chess, cinema, music and walking when he is not working.

Are you Charles Montanaro?

Citywire Rating: Not Rated

2011

  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SRated A in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JRated A in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MRated A in May 2012
  • JRated AA in Jun 2012
  • JRated A in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

Performance

over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.1% -2.9% -4.7%
2013 17.2% 11.8% -4.2% 4.6% 4.6%
2012 23.8% 13.3% -3.5% 6.9% 5.8%
2011 -15.5% 2.1% 1.0% -19.8% 2.1%
2010 37.8% 8.7% -4.5% 17.8% 12.7%

Related News

Montanaro recruits Standard Life Wealth manager

Ed Heaven, a portfolio manager at Standard Life Wealth in London, is to join Montanaro Asset Management later this year.

Montanaro cuts trust fees & gives Oeic UK equity income makeover

Montanaro has reduced the charges on its European Smaller Companies trust, and also repositioned its open-ended Equity Income fund to focus on the UK.

Chelverton plans European income trust for ex-Montanaro fund head

Chelverton Asset Management is planning to launch a European equity income trust for new recruit Ralph Singleton, who departed Montanaro Asset Management earlier this year, Wealth Manager understands.

Liontrust lifts Brooks Macdonald stake above 12%

John Ions' asset manager has added to its position in Brooks Macdonald, increasing its holding from 1,531,034 shares to 1,657,118 shares.

Montanaro European Smaller Companies

Investment trust Insider: could euro-pocalypse catalyse trust value?

European funds are out of favour and have been for some time so you might think European small cap funds would have been among the worst performers of the past year.

Our top six European fund picks for a difficult 2012

Citywire Selection lists the five European funds and one investment trust we tip to weather the storm in what could be another volatile year for the region.

UK's top fund team lift Brooks Macdonald stake above 8%

The managers of the UK All Companies' top performing fund in 2011, Liontrust's Anthony Cross and Julian Fosh, have lifted their stake in Brooks Macdonald to above the 8% mark.  

Montanaro: solid alpha is rarely this cheap

It is all too easy to hide behind the curtains and wait for better times. But investors risk missing on the chance to access some of the world’s strongest companies at increasingly attractive valuations.

Montanaro sells down Brooks Macdonald

Leading small-cap manager Charles Montanaro has trimmed his exposure to private client investment business Brooks Macdonald

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.