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The new manager, Anna Lunden, replaced David Lindley in October 2014. She previously managed a European smaller companies fund between 2006 and 2011. Due to the team-based approach at Montanaro, there were no major changes to the investment process or the investment style. The portfolio remains invested primarily in UK-listed smaller companies with a focus on businesses with market capitalisation of between £100m and £2.5bn. The investment universe excludes AIM listed stocks and any unlisted investments, with the portfolio holding between 55-80 quality growth stocks. Given no direct experience in the UK smaller companies sector per se, we would need the new manager to establish a minimum performance track record prior to considering the trust for a higher rating.
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