Montanaro European Smaller Companies Trust

Professional

George graduated from the University of Nottingham in 2005 with an undergraduate degree in Management Studies. He spent a further year of study there at the end of which he was awarded a Masters (with Distinction) in Corporate Strategy & Governance.

Immediately following this, he joined the graduate scheme at Aon Benfield (formerly Aon Re). Having completed this scheme, George settled as an Analyst within the ReSolutions department where he specialised in assisting with the capital and runoff issues of insurance and reinsurance companies. During his time at the company, George received a Diploma in Insurance. He is also a CFA Charterholder.

After three and a half years with Aon Benfield, George joined Montanaro in July 2010. He is the Fund Manager of the European Income Fund, the European Smaller Companies Fund, the European Smaller Companies Trust and the Global Select Fund. Additionally, he has Analyst responsibilities for the Healthcare and Insurance sectors.

Qualifications

• BA (Hons) in Management Studies, University of Nottingham (2005)
• MA (with Distinction) in Corporate Strategy & Governance, University of Nottingham (2006)
• Exams passed for Diploma in Insurance
• Chartered Financial Analyst (CFA)

Professional

Stefan holds a B.A. in Business Administration from the University of Cooperative Education in Mannheim (1995) as well as a Diplom-Kaufmann (MBA equivalent) from the University of Mainz (1998). He graduated from the London Business School with an MSc in Finance (2006).

After graduating from University of Mainz he spent more than six years at Accenture in Germany, Switzerland, France, and the UK as a management consultant for European banks and asset managers. Stefan then worked as an analyst at Nordwind Capital, a Munich based private equity company, analysing the automotive industry, and as an investment consultant for a property fund in Romania assessing real estate investment opportunities in Eastern Europe.

Stefan is bilingual in German and English.

Stefan joined Montanaro in May 2007. He is both an Analyst and Fund Manager of three of our segregated mandates.

Stefan is a CFA Charterholder.

Qualifications

• B.A. in Business Administration, University of Cooperative Education in Mannheim (1995)
• Diplom-Kaufmann (MBA equivalent), University of Mainz (1998)
• M.Sc in Finance, London Business School (2006)
• Chartered Financial Analyst (CFA)
• Bilingual in German and English