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RNS Number : 8438L Montanaro European Smaller C.TstPLC 06 June 2025
Montanaro European Smaller Companies - Update from QuotedData
6(th) June 2025
Montanaro European Smaller Companies - Turning tariffs into opportunity: MTE's
edge
In an environment of heightened volatility triggered by Trump's tariff
policies, European stocks have actually fared relatively well. Germany's plans
to boost defence and infrastructure spending, coupled with falling interest
rates, helped create more positive sentiment towards the region. Montanaro
European Smaller Companies's (MTE's) high-conviction portfolio of good-quality
growth stocks seems well placed to navigate this period of uncertainty. Low
valuations relative to history enhance the upside potential.
MTE's board has taken steps to enhance shareholder value through regular 5%
tender offers (offers to buy back a portion of shares at a fixed price that is
usually close to NAV to reduce the discount and provide liquidity to
shareholders that wish to exit), a single-digit discount policy, and lower
management fees. Against a backdrop where European small cap equities remain
significantly undervalued relative to large-cap equities - despite offering
superior earnings growth - MTE looks well positioned.
Full Research:
https://quoteddata.com/research/montanaro-european-smaller-companies-turning-tariffs-into-opportunity-qd/
(https://quoteddata.com/research/montanaro-european-smaller-companies-turning-tariffs-into-opportunity-qd/)
This research is also available free on our website www.quoteddata.com
(http://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 on Montanaro European
Smaller Companies 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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