Investors in UK smaller companies have endured a perfect storm in recent years, with returns depressed by persistent fund outflows and the significant underperformance of the AIM index. This presents us with some outstanding investment opportunities across a range of high quality UK companies. With global investors recently questioning the dominance of US equities in […]

We would like to invite you to join Amati Global Investors, Oldfield Partners and J Stern & Co for what will be an interesting set of presentations from three very different yet complementary propositions. Please click here for the invitation which has all details enclosed.

Resource investing can be a lonely space at the best of times. As value investors we avoid the crowded trades, but usually when the sales are on, the markets are busy. This is not the case for the precious metal equity markets.  The generalist investor is still chasing tech and the broader index. We suggest […]

The world of commodities just got a ‘truck load’ more complicated. We will discuss the metal implications of Trumps’ potential global trade tariffs; the Mexican Border and the silver bullet; the pace of the energy transition and the fate of IRA; de-dollarization and the role gold will play amongst the BRICS members. We will explain […]

2024 has been an eventful year, with geopolitical uncertainty, game-changing election results, cyclical downturn in a number of industries and ongoing remarkable outperformance of “Magnificent 7” technology stocks. Mikhail Zverev, Graeme Bencke and Gareth Blades from the Amati Global Innovation team look back on how the portfolio performed and evolved and discuss new innovation frontiers […]

Dr Paul Jourdan, David Stevenson, Gregor Paterson & Dr Gareth Blades will offer a portfolio update and insight into the current shape of the portfolio and recent qualifying investments made in the Amati AIM VCT. To register your attendance, please click here

Following on from the autumn budget and future changes to IHT relief, Scott Mckenzie & Paul Jourdan will give investors insight into the current shape of the portfolio and the outlook for the AIM market.  

Following a challenging period for UK Smallcap and AIM we look at the potential for the asset class to recover and how we are positioning the Amati UK Listed Smaller Companies Fund to take advantage of current market dislocations.  Presented by Dr Paul Jourdan, Scott McKenzie & David Stevenson.  

We’d like to invite you to a lunch presentation where you will hear from the managers of two very different global funds offered by Amati Global Investors and Oldfield Partners. The managers of the WS Amati Global Innovation Fund, Mikhail Zverev and Graeme Bencke, will share their views on which “innovation frontiers” will provide the […]

Managers will discuss why innovation remains an important driver for investment as well as a some of the specific innovation frontiers they consider most compelling.

We would like to invite you to a Fund Manager presentation to mark the 3rd anniversary of the WS Amati Strategic Metals Fund. Amati Managers Mark Smith and Georges Lequime will be presenting alongside Ben Stoikovich, Chairman of Sovereign Metals. Date:     Thursday 20 June 2024 Where:  The Ivy City Garden, Dashwood House, 69 Old […]

Amati Global Investors would like to invite you to attend our investor afternoon which follows the Amati AIM VCT’s AGM. It will take place at The Barber Surgeons’ Hall, Monkwell Square, Wood Street, London EC2Y 5BL. Please find details of the event and format below and should you like to secure a place, please either […]