We would like to invite you to a fund manager presentation to mark the 1st anniversary of the TB Amati Strategic Innovation Fund.
Date: Wednesday 14 June 2023
Where: The Ivy in the City
Time: 12:30pm for 1pm start finishing at 2:00pm
In the presentation, managers will cover the introduction to the Fund and our investment process as well as promising areas of innovation where they’re seeing opportunities.
The Fund aims to take advantage of the opportunities where the impact of innovation on company fundamentals is mis-priced by the stock market. The Fund is a high conviction, concentrated global portfolio investing in the pioneers, enablers and adopters of innovation.
Our investment approach combines deep technical research into innovation with quality awareness and valuation discipline. Our portfolio companies typically deliver earnings growth materially above the market, generate solid cashflow and trade at reasonable valuation multiples. Our portfolio has high 90s % active share and is very differentiated from the benchmark and our global equity peers.
Building this strategy alongside Amati’s Small Cap and Venture Capital Trust franchise brings a unique informational advantage to innovation research.
Our team has decades of experience, track records of top quartile outperformance and academic qualifications well suited to tackle this opportunity set.
Managers have significant proportion of their own capital invested in the Fund and share Amati’s values of focus, independence and alignment with client interests.
To secure your place, please RSVP to info@amatiglobal.com (please note that places are limited).
CPD certificates available on attendance.