Join Mikhail Zverev and Graeme Bencke from the WS Amati Global Innovation Fund for a portfolio update, exploring how they identify mispriced opportunities across global innovation and where they’re seeing the strongest momentum today.

• Beyond the obvious: investing across pioneers, enablers and adopters to capture innovation wherever value is emerging, not just in crowded mega-cap tech.
• Key themes in focus: AI moving into the physical world, growth in machine vision and automation, and accelerating demand in areas like photonics and bioprocessing.
• Differentiated returns: strong performance delivered with low overlap to indices and peers, driven by high-conviction positions in underappreciated businesses.

We've also pulled together a short summary of the fund update which you can read here.

⚠️ Warning: Capital at Risk. Professional Investors Only.