Business Details
35 Years
experience
UK Small & MidCap Equity Investment Specialists
Founded in 1991 by Charles Montanaro Asset Management Asset Management, our company has established itself as a leader in Small & MidCap equity investing. With over three decades of experience, we specialise in identifying high-quality businesses through rigorous research and long-term strategic thinking. Our team operates with a family culture that prioritises client partnerships and ethical responsibility. We are pioneers in sustainable investing, integrating ESG factors into our decision-making while achieving B Corp certification. Our approach combines active ownership with hands-on research, including direct engagement with company management. This commitment to transparency and accountability has earned us recognition as Sustainable Investment Fund Management Group of the Year.Our dedicated team, one of the largest in the sector, ensures that each investment decision aligns with our philosophy of quality growth. By maintaining a flat organisational structure, we eliminate bureaucracy and focus entirely on delivering exceptional results. We measure success not only through financial returns but also through our positive impact on stakeholders and the environment. Our reputation as trusted partners is built on consistent performance and a steadfast dedication to client needs.
Services
Sustainable Investing
Small & MidCap Research
Portfolio Management
ESG Integration
Client Partnerships
Long-Term Strategies
Impact Investing
Institutional Solutions
Wealth Management
B Corp Advisory
Details
- Year established: 1991
Highlights and features
- We have over 30 years of focused expertise in Small & MidCap investing
- Our B Corp certification demonstrates commitment to ethical practices
- We maintain one of the largest dedicated research teams in the sector
- Award-winning sustainable investment strategies with ESG integration
- Family culture ensures client-centric solutions without corporate bureaucracy
Associations and certifications
- B Corp
- Sustainable Investment Fund Management Group of the Year (AUM under 20bn)
Services
Sustainable Investing
Our sustainable investing strategy integrates environmental, social and governance factors with traditional financial analysis. We focus on companies demonstrating ESG leadership within their sectors while maintaining strong financial fundamentals. This approach helps clients achieve competitive returns while creating positive societal impact.
Small & MidCap Research
We maintain one of the largest dedicated research teams in the industry, specialising in identifying undervalued small and mid-cap opportunities. Through thorough due diligence and direct engagement, we uncover high-quality businesses with sustainable growth potential.
Portfolio Management
Our portfolio management approach focuses on long-term capital appreciation through concentrated investments in selected equities. We adopt a partnership approach with clients, tailoring solutions to meet specific objectives while maintaining strict risk controls.
ESG Integration
Environmental, social and governance factors form an integral part of our investment process. We engage actively with companies to improve ESG practices and measure progress against the UN Sustainable Development Goals, ensuring responsible investment outcomes.
Client Partnerships
We work closely with institutional clients as trusted partners, providing transparent reporting and regular portfolio reviews. Our client-centric model ensures alignment of interests, with all team members invested alongside our clients in our funds.
People
Charles Montanaro
Founder
Founder of Montanaro Asset Management Asset Management in 1991. Pioneer of small-cap investing with a vision focusing on quality businesses and sustainable practices. Industry leader with four decades of investment experience.
Ed Heaven
Head of Sustainable Investments
Joined Montanaro Asset Management Asset Management in 2014. Developed sustainable strategies including the award-winning Better World Fund. Led B Corp certification in 2018. Serves on industry sustainability committees and investment panels.
Christian Albuisson
Head of Client Relationship Management
Joined in 2006, with over 30 years in asset management. Covers Scotland, France and Benelux regions. Expert in sustainable finance with trilingual capabilities and deep distribution network expertise.
Andrew Paterson
Senior Investment Sales Manager
Joined Montanaro Asset Management Asset Management in 2024. Previously spent nine years at Matthews Asia developing U.K. business. Qualified economist with strong institutional distribution experience across global markets.
Henrik Schmidt
Investment Sales Manager
Covers Nordic region. Former analyst ranked number one for Nordic banks. Combines deep financial analysis with extensive network across Scandinavian markets to serve institutional clients effectively.
Questions
Are your funds accessible to retail investors?
We primarily serve professional and institutional investors. Retail clients should consult their financial adviser for appropriate investment options.
How do you integrate ESG factors into investing?
ESG considerations form a core part of our analysis. We evaluate environmental impact, governance structures and social responsibility alongside financial metrics.
What makes your approach to small-caps different?
We combine fundamental research with active ownership. Our dedicated team conducts on-site visits and maintains long-term relationships with company management teams.
How does your B Corp certification affect operations?
B Corp status formalises our commitment to balancing profit with purpose, ensuring accountability to all stakeholders including clients, staff and the environment.
Where are your offices located?
Our headquarters are at 53 Threadneedle Street, London EC2R 8AR with regional representatives covering Europe and international markets.
Can I visit your London office?
Visitors are welcome by appointment. Our office is near Bank tube station, accessible by prior arrangement through our contact form.
Reviews (1)
Fund Hunter
Sep 06, 2021
Report
Went to a meeting. Lindt chocolates were very nice but no fizzy water. All in all I award them 4 stars out of 5. Good but some room for improvement.
