Top 10 Stocks to Buy According to Charles Montanaro’s Hedge Fund
In this article, we examined Charles Montanaro's portfolio management strategy and approach to investing in small- and mid-cap growth companies.
Fund Name: | Montanaro Asset Management |
Manager | Charles Montanaro |
Portfolio Value | $811,397,000 |
Change This QTR | +0.82% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | SEDG | 156,800 | $50,548 | -9% | 6.22% | ||
2. | Icon Plc | 202,900 | $49,349 | -9% | 6.08% | ||
3. | CGNX | 579,200 | $44,685 | +25% | 5.5% | ||
4. | ENTG | 335,600 | $44,051 | -7% | 5.42% | ||
5. | TREX | 608,000 | $39,721 | +19% | 4.89% |