Montanaro Asset Management
Ed Heaven is an accomplished professional in sustainable investments with significant experience at Montanaro Asset Management since September 2014, currently serving as Head of Sustainable Investments. Additional roles include Board Member at UKSIF and Investment Committee Member for the Medical Research Foundation (UK) as of September 2023. Ed served as Co-Chair of the B Corp Finance & Investment Working Group, achieving notable success with participation at COP26 to advocate for B Corporation principles in finance. Previous positions include Deputy Chair of Governors at Marlborough Primary School, Senior Portfolio Manager at Standard Life Investments, and Portfolio Manager at Newton Investment Management. Ed holds a BA (Hons) in Theology from Durham University, a degree in Sustainable Finance from the University of Cambridge, and multiple qualifications from The Chartered Institute for Securities & Investment and the CFA Institute, including certificates in ESG Investing and Islamic Finance.
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Montanaro Asset Management
Montanaro aims to generate superior investment returns by investing exclusively in Small & MidCap companies globally. Our clients are leading international financial institutions, including pension funds, insurance companies, family offices, wealth managers and charities. All of us at Montanaro are invested alongside our clients. With 39 people, we believe we have one of the largest and most experienced specialist teams in Europe dedicated exclusively to Small & MidCap. The team travels all over the world to meet with companies in order to identify the best investment opportunities for our clients. We are genuinely long-term investors: once we identify a suitable company our ideal holding period is “forever”. Our long-term “Quality Growth” investment approach is the hallmark of Montanaro. We invest only in the highest quality, well-managed businesses operating in growth markets. Our product range comprises of seven open-ended Funds and two closed-ended investment Trusts, as well as several segregated mandates.