Montanaro UK Income Fund

In a crowded market the team from Montanaro have been investing money since 1991. The company, and this fund, is run by Charles Montanaro. The company have 30 employees and the team approach is where Charles believes the business has the edge. 50% of the company is owned by the employees and the rest by Charles which will be passed down to his family.

The biggest risk to this business is Charles but he argues that he has no plans to retire, and decisions are made alongside a 6-member investment committee who could easily pick up the reigns of the business and management. There are also 11 analysts who cover a broad range of sector which feeds into the process. Bonuses are based on a three-year period, so their focus is long term rather than short term which is often the case in the city…..read more

Fund Facts Morningstar

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