Annual Overview from QuotedData

RNS Number : 2202D

Montanaro UK Smlr Cos Inv Tst PLC

06 May 2026

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Montanaro UK Smaller Companies - Annual Overview from QuotedData

6 May 2026

The elastic band stretches further

Montanaro UK Smaller Companies (MTU) invests in three areas currently out of favour: the UK, small caps, and high-quality companies. While its portfolio companies are still growing revenues and earnings, this is not reflected in their share prices, which has hurt MTU's performance. The manager believes patient investors will be rewarded over time. Meanwhile, MTU offers an attractive dividend yield, helping to keep its share price discount to NAV relatively narrow.

Large withdrawals from the UK small-cap market have put pressure on valuations, but if sentiment improves, a strong rebound could follow.

Full Research:

https://quoteddata.com/research/montanaro-uk-smaller-companies-the-elastic-band-stretches-further-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Seraphim Space Investment Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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