Montanaro UK Income Fund GBP Class
|4imprint Group PLC||3.85 %|
|Marshalls PLC||3.72 %|
|IntegraFin Holdings PLC||3.25 %|
|Big Yellow Group PLC||3.16 %|
|Polypipe Group PLC||3.14 %|
|Pennon Group PLC||3.00 %|
|Brewin Dolphin Holdings PLC||2.98 %|
|Britvic PLC||2.96 %|
|Bovis Homes Group PLC||2.92 %|
|Severn Trent PLC||2.89 %|
|United Kingdom||88.87 %|
|Europe - ex Euro||5.32 %|
|Financial Services||16.84 %|
|Consumer Cyclical||10.34 %|
|Communication Services||8.12 %|
|Real Estate||8.06 %|
|Consumer Defensive||7.44 %|
|Basic materials||5.56 %|
Charles Montanaro 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 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 totalling over €1 billion 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.
Data provided by Morningstar.
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