![Catriona Hoare](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Net worth: 44 280 $ as of 2026-05-30
Ms. Catriona M.
Hoare, CFA, is a Deputy Chief Investment Officer at Navera Investment Management Ltd. and a Member at The Chartered Institute For Securities & Investment.
She is on the Board of Directors at Montanaro UK Smaller Cos.
Investment Trust Plc.
She is responsible for managing client portfolios in addition to using her research skills and investment experience to identify, analyse and engage with the companies that Navera Investment Management invests in.
She contributes to the governance of the investment process as a member of the firm’s investment governance committee.
Beginning her career at Newton Investment Management, Ms. Hoare shared responsibility for investment oversight within the private client team.
She managed a number of portfolios and private family unit trusts with a particular focus on international clients.
She received her undergraduate degree from the University of Bristol.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2025-07-22 | 30,000 ( 0.03% ) | 44 280 $ | 2026-05-30 |
| Companies | Position | Start |
|---|---|---|
| MONTANARO UK SMALLER COMPANIES INVESTMENT TRUST PLC | Director/Board Member | 2019-11-18 |
The Chartered Institute For Securities & Investment
 The Chartered Institute For Securities & Investment General GovernmentGovernment Operates as securities and investment educational institute | Corporate Officer/Principal | - |
Veritas Investment Partners (UK) Ltd.
 Veritas Investment Partners (UK) Ltd. Investment ManagersFinance Navera Investment Management is an active manager that invests in liquid global equities and bonds on recognised global stock exchanges. | Investment Committee Member | - |
| Companies | Position | End |
|---|---|---|
Newton Investment Management Ltd.
 Newton Investment Management Ltd. Investment ManagersFinance NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process. | Portfolio Manager-Equities | 2013-08-31 |
Veritas Investment Management LLP
 Veritas Investment Management LLP Investment ManagersFinance VIM is an active, long-term manager which aims to protect and grow the purchasing power of capital over time. The firm follows the Veritas Real Return Approach, built on the founding principles of real returns and partnership, to analyze all potential investments from an absolute basis, constructing portfolios without reference to any benchmark or index. | Portfolio Manager-Equities | - |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 6 |
|---|---|
Newton Investment Management Ltd.
Newton Investment Management Ltd. Investment ManagersFinance NIM is a thematic, team-oriented manager which conducts in-house research to identify themes and trends that influence, or are likely to influence, economies or stock markets globally. The firm focuses their research on the areas they believe are most likely to yield the best performing securities. Portfolio managers construct equity and fixed-income model portfolios in teams. For equity portfolios, the most important aspect of portfolio construction is stock selection as bottom-up decisions drive, to a large extent, a portfolio’s allocation to countries, sectors, and currencies. Their fixed income portfolios utilize both their top-down view of the world’s bond and currency markets and bottom-up investment selection process. | Finance |
Montanaro UK Smaller Cos. Investment Trust Plc
 Montanaro UK Smaller Cos. Investment Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
University of Bristol
 University of Bristol Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Chartered Institute For Securities & Investment
The Chartered Institute For Securities & Investment General GovernmentGovernment Operates as securities and investment educational institute | Government |
Veritas Investment Management LLP
Veritas Investment Management LLP Investment ManagersFinance VIM is an active, long-term manager which aims to protect and grow the purchasing power of capital over time. The firm follows the Veritas Real Return Approach, built on the founding principles of real returns and partnership, to analyze all potential investments from an absolute basis, constructing portfolios without reference to any benchmark or index. | Finance |
Veritas Investment Partners (UK) Ltd.
Veritas Investment Partners (UK) Ltd. Investment ManagersFinance Navera Investment Management is an active manager that invests in liquid global equities and bonds on recognised global stock exchanges. | Finance |
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