We would like to invite you to join Amati Global Investors, Oldfield Partners & J Stern & Co at our upcoming lunch presentation where you will hear from the managers of three very different, but complementary, funds offered by Amati Global Investors, Oldfield Partners, and J Stern & Co.

Graeme Bencke, one of the managers of the WS Amati Global Innovation Fund, will share his views on the “innovation frontiers” that will provide the next leg of global growth. We invest in innovation with broadening adoption and profitable business models. In short, we invest in real businesses, not science projects. It’s well suited for investors who already have exposure to the mega-tech stocks.

Oldfield Partners is an independent value manager that provide clients with concentrated 20-35 stock portfolios. They manage six equity strategies, each one following the same concentrated yet diversified and unconstrained approach. Oldfield Partners will be presenting the Global Smaller Companies Fund with portfolio manager Harry Fraser. Harry will talk through the current portfolio and present the case for allocation to Global Small Cap Value and active management.

J Stern & Co is an investment partnership building on the 200-year-old banking heritage of the Stern Family. The Emerging Market Debt Stars Fund invests in a portfolio of hard currency corporate, emerging market bonds. Managers, Charles Gelinet and Jean-Yves Chereau, believe that following principles of quality and value is the best way to deliver income, upside opportunity and downside protection.

When: Thursday 25th September 2025
Time: 12:00pm arrival for 12:15pm start, close by 2.00pm
Venue: The Merchant Hotel, 16 Skipper Street, Belfast, BT1 2DZ

Each of the talks will last for 25 minutes.