Despite the headwinds it has faced – among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in what its manager believes are high-quality, high-growth companies. MTE’s manager, George Cooke, has not changed his approach, making little change to MTE’s portfolio other than increasing its concentration by trimming lower-conviction holdings.
Over the long term, MTE has continued to be one of the better performing European small cap strategies av ....

02 Aug 2023
Montanaro European Smaller Companies – No Continental Drift

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Montanaro European Smaller Companies – No Continental Drift
Montanaro European Smaller Companies Trust PLC (MTE:LON) | 170 1.7 0.6% | Mkt Cap: 274.0m
- Published:
02 Aug 2023 -
Author:
James Carthew | David Johnson -
Pages:
25 -
Despite the headwinds it has faced – among them higher interest rates – Montanaro European Smaller Companies (MTE) remains committed to investing in what its manager believes are high-quality, high-growth companies. MTE’s manager, George Cooke, has not changed his approach, making little change to MTE’s portfolio other than increasing its concentration by trimming lower-conviction holdings.
Over the long term, MTE has continued to be one of the better performing European small cap strategies av ....