My 10-point checklist for picking smaller company shares

My 10-point checklist for picking smaller company shares

From On The Money by interactive investor

May 7, 2026 · 26 min · Episode 178

About this episode

The episode discusses a 10-point checklist for DIY investors to evaluate smaller company shares.

Smaller company shares can make for exciting investments but they carry plenty of risk. The latest episode of our On The Money podcast looks at the checks DIY investors can apply when trying to sort the winners from failures. Charles Montanaro, an experienced smaller company investor, looks at some of the methods that work - and some of the lessons he has learned from a long career. On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news . Important information: This podcast is intended for information purposes only and is not a personal recommendation. Past performance is not a guide to future performance. The value of your investments may go down as well as up, and you may not get back all the money that you invest. Full performance information can be found on the company or index summary page on the interactive investor website. The ii Personal Pension (SIPP) is for people who want to make their own decisions when investing for retirement. Usually, you won’t be able to withdraw your money until age 55 (57 from 2028). If you are in any doubt about the suitability of the ii Personal Pension (SIPP), Stocks…

People in this episode

Guest: Charles Montanaro

Topics covered

  • investing
  • smaller companies
  • investment strategies
  • risk management
  • DIY investing

Keywords

  • smaller company shares
  • investment checklist
  • Charles Montanaro
  • risk
  • DIY investors

Mentioned in this episode

Organizations: interactive investor

More episodes of On The Money

Explore listener stats, chart rankings, contacts and more on the On The Money podcast page.