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|Anna Macdonald speaks to FT Advisor "it's always worth looking for good-value smaller companies. She favours Kainos, a UK-listed tech group working with Workday. There's still plenty of opportunity there, but it's very bottom up."
|"Replacing fossil fuels with energy from wind and solar, even just in transport will require a massive degree of industrialisation of the natural world, because these are not energy dense forms of generation. The building of wind turbines and pv panels itself is powered largely by fossil fuels and will be curtailed if these are not available and become too expensive," Dr Paul Jourdan talks eergy with Investment Week.
|"Well-run companies that have sector-leading advantages and the ability to pass on price increases will continue to grow revenues and earnings, and that growth should be well rewarded by the market," Amati Fund Manager, Anna Macdonald speaks to Dave baxter at The Investors Chronicle on her expectations for 2023.
|'People have such naive ideas about how you solve the energy transition problem, because you can’t do that without a very large amount of metal,' Dr Paul Jourdan speaks to Trustnet on 'how the green lobby may have inadvertently contributed to climate change.
|Amati Global Investors sees UK small cap valuations "getting close to a very attractive entry point." UK Listed Smaller Companies fund manager Scott McKenzie speaks with Thomas Warner at Proactive
|“Anything with a high exposure to energy, or to rising labour costs – such as retail and hospitality – is going to be tricky,” Anna Macdonald speaks to Portfolio Adviser.
|TB Amati UK Listed Smaller Companies Fund - UK small firms can still offer investors 'land of opportunity' reports Best Invest.
|Proactive Investor report on Georges Lequime's view that 'uranium outlook has turned very favourable.'
|"Amati's Jourdan: Only in 'extreme world' wealth and fund firms hit zero" reports Citywire.
|'North sea oil and gas producers already have significant marginal rates of tax but from a vote-winning perspective a windfall tax on the sector is a fairly soft target,' Scott McKenzie comments to Reuters ahead of the UK Budget 2022.
|'Decarbonisation of energy supply 'will start and end with mining' reports Amati Strategic Metals Fund Manager, Mark Smith in Proactive Investor.
|'Semiconductors are becoming crucial to almost every aspect of our lives says Mikhail Zverev, manager of TB Amati Strategic Innovation Fund. Yet the sector is no pricier than the wider market,' report MoneyWeek.
|TB Amati UK Listed Smaller Companies Fund listed as a fund to consider in ThisisMoney article on 'Where should Britons stash their cash with 40 year high inflation and a looming recession?'
|'Switching off supply without first providing adequate substitutes does not reduce that demand in any way. Rather it brings on a crisis of unimaginable proportions, because every single aspect of our modern lives still depends on fossil fuels,' Dr Paul Jourdan speaks to Net Zero Investor on oil and gas.
|'For investors looking for a tracker, Lipski recommended the TB Amati UK Listed Smaller Companies Fund,' in FT Adviser article 'who are the winners and losers from a weak pound.'
|Amati Global Investors mentioned in Simply Wall Street as 'the second largest shareholder in Jersey Oil and Gas Plc.'
|'The rise in political risk has potentially divided the global trade interests and resource nationalism has become a focus of all governments and trading blocs. Onshoring of mineral and metal supply is the new lexicon in corridors of power, but (EU) bureaucrats are not miners – there lies the problem,' Mark Smith speaks to RankiaPro.
|Dr Paul Jourdan discusses the skills and disciplines he took from music while providing insights on the Amati culture, investment process and approach with Ian Lyall from Proactive Investor on thisismoney.
|'Amati Global Investors chief on his musical roots and how his collaborative approach has bred success' - Proactive Investor.
|'Gold is really a reflection of the market view on central bank policies and right now, it's showing faith in a soft landing,' Goerges Lequime talks to the BullionVault.
|"Amati Global Investors focused on 'enablers' in electrification trend", Graeme Bencke speaks with Proactive Investors on Innovation.
|“Onshoring of mineral and metal supply is the new lexicon in the corridors of power, but EU bureaucrats are not miners – therein lies the problem." Mark Smith talks critical mineral and metal supplies, in the context of the transition to renewable energy sources, with FT Sustainable Views' Rachel So.
|Amati Fund Manager, Mikhail Zverev speaks with Christopher Marchant at Net Zero Investor: "If the investor’s goal is to allocate capital to technologies and innovations that contribute towards net zero, semiconductors have a crucial role to play."
|'Paul Jourdan's TB Amati UK Smaller Companies Fund has a growth tilt with exposure to areas such as healthcare and technology,' reports Ryan Hughes, Head of Investment Research at AJ Bell in Trustnet article.
|'US Healthcare costs a much larger proportion of GDP than in other developed countries and there are concerted efforts to reduce costs,' Amati Fund Manager, Anna Macdonald speaks to Citywire on healthcare stock Craneware.
|TB Amati Strategic Metals Fund has been identified as one of five commodity funds that is suitable for investors, in Forbes Advisor article 'Best Commodities Funds 2022.'
|"When the recovery comes, it is likely to be quite different from the original boom, and investors must pay more attention to valuation discipline, profitability, and cash generation. More of the most impactful #innovation will be funded from corporate cash flows, by profitable companies with established business models, not just ambitious early-stage businesses," Mikhail Zvervev speaks to Investment Week.
|'We're going to have pretty weak and jittery markets for the rest of the summer,' Anna Macdonald speaks to Naomi Rovnick at the Financial Times.
|Amati Global Investors has been highlighted as a notable shareholder in Cake Box Holdings in article by the arm chair trader.
|'Investors believe central banks will largely ignore the downturn in equity markets as they focus on controlling inflation and the cost of living crisis,' Anna Macdonald speaks to Bloomberg.
|Scott McKenzie shares his thoughts in article by Interactive Investor on 'Top investors share their biggest investment lessons.'
|“When the market goes into a bit of a tailspin, like it’s in at the moment, where you don’t know where interestrates are going to top out, you don’t know when inflation is going to top out, you don’t know how long the recession is going to be, it’s very difficult to price a new IPO,” Dr Paul Jourdan talks to Ellie Duncan from Portfolio Adviser.
|'Lithium prices have rebounded substantially since September 2020 on higher than expected electric vehicles and an improving supply demand outlook,' Metals Fund Manager, Mark Smith speaks to Eve Maddock-Jones from Investment Week on commodities.
|Paul Jourdan speaks to Portfolio Adviser on IPO 'indigestion.' He states, 'much of the appetite for IPOs was absorbed last year and that the issue now is a pricing mismatch.'
|Amati Fund Manager, Scott McKenzie explains to Portfolio Adviser why he remains positive on the outlook for housebuilders and believes the outlook for civil engineering contractors and building material companies looks relatively stable
|“The shift to decarbonise the global energy supply and replace hydrocarbons with renewable energy will be very metal intensive," Mark Smith speaks to Investors Chronicle on 'What next for commodity funds?'
|Amati Global Investors' funds highlighted as one of the 'best performing investments over the past 21 years,' reports Professional Adviser.
|Citywire report, 'Georges Lequime has been awarded an AAA rating as his recently launched 'strategic metals' fund continues to take advantage of soaring commodity prices.'
|Amati Fund Manager, Mikhail Zverev speaks to Citywire in the article 'The innovation bubble has burst: now is the big opportunity.' He states "Innovation will always remain an opportunity for global equity investors.”
|'The TB Amati Strategic Innovation Fund, a sub-fund of TB Amati Investment Funds, will focus on high growth and high value opportunities,' reports Funds Europe.
|'A Global Equities Fund is a natural extension to Amati's product offering,' Strategic Innovation Fund Manager, Mikhail Zverev, speaks to Portfolio Adviser on new fund launch.
|'Our edge comes from finding the companies within a particular innovation frontier that are the best positioned to benefit from innovation..they tend not to be the mega-caps,' Strategic Innovation Fund Manager, Bencke, speaks to MoneyMarketing.
|'Amati Global Investors has announced the launch of a strategic innovation fund, focussing on global mid-caps,' Zverev, Bencke and Blades speak to FTAdviser.
|'The Amati Strategic Innovation Fund is launching on 23rd May and will invest in a high conviction portfolio of 30-50 global companies viewed as pioneers, enablers and adopters of innovation,' Robin Amos Citywire Wealth Manager speaks to the fund managers.
|'The fund will adopt a broader, more balanced approach to innovation investing - not simply focsuing on high growth opportunities,' Tb Amati Strategic Innovation Fund launch is mentioned in Rankiapro.
|'The innovation opportunity is granular, company specific, and best discovered from the bottom up,' Amati fund manager, Mikhail Zverev speaks to fundtruffle on the launch of the Amati Strategic Innovation Fund.
|'Amati Global Investors' new Strategic Innovation fund promises to stay away from 'hyper growth stocks,' Investment Week speaks to the strategic innovation fund managers.
|Amati names Graeme Bencke as fund manager for global equities strategy in Investment Week article.
|'Notflix - how consumer behaviour has shifted,' Amati Fund Manager, Anna Macdonald, speaks to Citywire on lockdown investment winners.
|'2021 was such a strong year for UK IPOs that it was a tough act to follow,' Amat Fund Manager, Scott McKenzie speaks to Trustnet on 'why the UK is going through an IPO famine in 2022.'
|'The transition from fossil fuels to renewables will take some time - you can't just turn off oil and gas,' Amati fund manager, David Stevenson speaks to Portfolio Adviser.
|'The transition from fossil fuels to renewables will take some time - you can't just turn off oil and gas,' Amati fund manager, David Stevenson speaks to capital.com.
|'The fund is likely to perform well for some time as the transition to clean energy drives up the value of nickel, copper and lithium,' Darius McDermott, managing director of Chelsea Financial Services highlights the TB Amati Strategic Metals Fund in Trustnet article on 'the best funds to make the most of the commodities spike.'
|'Investing in construction whilst reducing our carbon footprint,' Scott McKenzie speaks to WhatInvestment.
|'One of the newer kids on the block is Amati Global Investors, a well regarded fund manager. It offers an aim-focused VCT, IHT fund, a UK Smaller Companies Fund and has recently launched a strategic metals fund,' Chritopher Akers at Investor Chronicle.
|"You need to be able to characterise what those naturally occurring substances do, what the desired effect is, and why it is better than what is currently available, before you can improve your understanding, and design specific more user-friendly derivatives of those drugs," Dr Gareth Blades speaks to Investment Week on 'Psychedelic Therapy.'
|TB Amati Strategic Metals Fund highlighted as a top performer for Q1 2022 in Portfolio Adviser.
|Amati Fund Manager, Anna Macdonald explains 'how a team-based approach gives Amati Global Investors an edge' in an Edison TV exclusive interview.
|Georges Lequime speaks to Trustnet on the recent price rallies in commodities.
|'There's probably going to be a crossover between the level of revenue generated by gaming and the whole TV ecosystem over the next year or two,' Anna MacDonald speaks to Trustnet on the subject 'Are video games the future of media?'
|'It is irresponsible for ESG and sustainable funds to choose not to invest in oil and gas companies at a time when the world is still reliant on fossil fuels,' Dr Paul Jourdan speaks to Citywire.
|“It’s clear Europe has been neglecting its energy security and that wind and solar generation can’t possibly replace the exposure to Russian gas anytime soon,” Dr Paul Jourdan speaks to ESG Investor on Europe's gas dependency.
|The TB Amati UK Smaller Companies Fund highlighted as a satellite holding by Interactive Investor in The Times article on paying for university fees.
|The Amati AIM VCT highlighted in Trustnet's article 'VCT sales smash through the record as investors chase tax- efficient options.'
|The Amati AIM VCT described as a 'popular VCT' which completed its £25 million raise in five days in Money Marketing's article.
|'Amati Global Investors has raised £25 million for its AIM VCT in five days,' reports FT Adviser
|'There is going to be a role for all these metal miners in this new green decarbonised world,' Metals Fund Manager, Mark Smith speaks to the Financial Mail on Sunday
|Ben Yearsley of Shore Financial Planning suggests the TB Amati Strategic Metals Fund in This is Money's article on 'Should you join the White Gold rush?'
|'Were the UK Government to impose a tax on the global profits of the oil majors they could simply leave the jurisdiction of the UK,' Dr Paul Jourdan speaks to Funds Europe.
|Dr Paul Jourdan 'has slammed frustratingly confused proposals for a windfall tax on oil giants to tackle the UK's energy crisis, but suggests targeted tax rises are part of the solution,' reports Citywire.
|Dr Paul Jourdan and Darius McDermott discuss the TB Amati UK Smaller Companies fund and the current opportunities in smaller companies.
|At 6.15am on BBC Radio 4, Dharshini D. and Anna Macdonald, CFA discussed BP's numbers out today and the dilemma of windfall taxes on Oil and Gas companies
|"What we hope we're delivering in the portfolio of companies is earnings growth," Dr Paul Jourdan speaks to Sally Hickey from FT Adviser on the Amati AIM VCT.
|"Capital markets are clearly focused on the risks of ‘stagflation’ as inflation accelerates and growth moderates, but we are more of the view that we are currently seeing ‘growthflation," David Stevenson speaks to Portfolio Adviser on growth.
|Dr Gareth Blades highlights two pharma companies; Indivior and Amryt in Capital Com's article on 'how attractive is the heathcare sector for investors now.
|The TB Amati UK Smaller Companies fund is highlighted in Trustnet's article on 'the most-popular fund picks among best-buy lists in 2022.'
|FT Adviser reports,"Amati's AIM VCT which raised £40m in four and a half days."
|The TB Amati Strategic Metals Fund is highlighted by Ben Yearsley of Shore Financial Planning, in This is Money's article on 'electrifying your portfolio by going green.'