Montanaro UK Income Fund GBP Class

Register to Unlock Ratings
Management
Name of CompanyMontanaro Asset Management Limited
Phone+44 20 74488600
Websitewww.montanaro.co.uk
Address53 Threadneedle Street
 London   EC2R 8AR
 United Kingdom
Other Share Classes
Montanaro UK Income Fund EUR Class
Montanaro UK Income Fund EUR Seed
Montanaro UK Income Fund GBP Accumulation class
Montanaro UK Income Fund GBP Seed
DomicileIreland
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date30/11/2015
Fund Advisor(s)
Montanaro Asset Management Limited
Fund ManagerGuido Dacie-Lombardo
Manager Start Date01/07/2020
 
Biography
Guido graduated from the University of Cambridge in 2008 with an MSci in Experimental & Theoretical Physics. He joined Rothschild in London where he advised UK and European clients on mergers and acquisitions, as well as a range of general corporate finance issues. After six years with Rothschild, Guido joined Montanaro in 2015 as an analyst covering the Software, IT Services and Electronic Equipment sectors. From 1 July 2020, he will be the co-manager of the Montanaro UK Income Fund alongside Charles Montanaro. Guido is bilingual in English and Italian.
Fund ManagerCharles Montanaro
Manager Start Date02/01/2007
Career Start Year1976
Education
1976, Durham University, B.A. (Hons
 
Biography
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.
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures