The Work Index by Flexa

Montanaro Asset Management

Montanaro Asset Management is an independent investment boutique specializing in Small & MidCap equities, aiming to deliver sustainable long-term growth for its clients.

https://montanaro.co.uk/
5.3

/10

Transparency ranking

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Description

Montanaro Asset Management is an independent investment boutique based in London, specializing exclusively in quoted Small & MidCap equities. They view themselves as "Quality Growth" investors, taking a common-sense approach to identify the highest quality smaller companies with strong management teams that they can own for the long term. Montanaro has one of the largest research teams dedicated to this asset class, allowing them to unearth hidden gems within their investment universe.

Montanaro's commitment to sustainability and ESG factors is deeply embedded in their investment process. They are a certified B Corporation, demonstrating their dedication to responsible business practices and their belief that sustainable companies offer the best potential for delivering sustainable returns. Their impact strategy focuses on investing in companies providing solutions to global challenges, and they are signatories to numerous industry codes and pledges promoting sustainable investing.

Benefits

Montanaro Asset Management offers a comprehensive benefits package focused on employee well-being. This includes a flat organizational structure, promoting collaboration and avoiding bureaucracy, and a commitment to diversity and equality throughout the business. They encourage healthy eating with fresh fruit provided in the office and offer a weekly yoga class. Furthermore, they support employee charitable endeavors by matching donations raised, and they have a strong focus on sustainability, including Net Zero Carbon goals, recycling initiatives, and partnerships with environmental charities.

Mission

Montanaro Asset Management is an independent investment boutique specializing in quoted Small & MidCap equities, focusing on identifying and investing in high-quality businesses with strong management teams for long-term sustainable growth. They prioritize a common-sense approach to investing, seeking companies with simple business models, profitability, niche market positions, market leadership, and high operating margins. As a certified B Corporation, Montanaro emphasizes sustainable investing practices and ESG factors, aligning their investment strategy with a commitment to positive social and environmental impact.

Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

Montanaro Asset Management promotes a family-oriented culture, emphasizing collaboration and teamwork. This flat organizational structure, with minimal bureaucracy, fosters a close-knit environment where everyone is invested in achieving the best results for clients. They pride themselves on offering high-quality service and maintain a strong commitment to ethical and sustainable practices, reflected in their B Corporation certification and dedication to ESG factors.

Collaborative
People-first
Progressive
Supportive

DE&I

Montanaro Asset Management is committed to fostering a diverse and inclusive workplace. They have a multicultural team comprising ten different nationalities and promote diversity and equality throughout their business. They encourage a family culture where everyone works together and clients come first.

Ethnically diverse
Gender diverse

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