The Small & MidCap Specialists

We are an independent investment boutique focused exclusively on quoted Small & MidCap equities. We view our clients as our partners and seek to grow their investments sustainably over the long-term.

Who we are
Charles Montanaro, Founder

We invest in the highest quality, global growth companies run by the best management teams. 

Charles Montanaro, Founder

We are true Small & MidCap specialists. We have one of the largest research teams dedicated to this asset class, providing the time and resource to unearth the hidden gems hiding within our investment universe.

Investments

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Better World Fund

Impact calculator

Enter an amount to see the positive impact your investment is aligned to. Please note that our Impact Calculator is used for illustrative purposes only and does not denote the real world impact of investments made in the Fund.

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Protecting the environment

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megawatt hours of energy saved

A low-carbon economy

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energy saving actuators fitted

Healthcare

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patients treated for illness or disease

Innovative technology

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electronic payments processed

Nutrition

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people given access to healthier foods each day

Wellbeing

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seat belts and airbags manufactured

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