WS Amati UK Listed Smaller Companies Fund: Portfolio Update
Join Paul Jourdan and Gregor Paterson from the WS Amati UK Listed Smaller Companies Fund for a portfolio update, exploring a dynamic start to 2026 and why current valuations continue to highlight compelling long-term opportunities.
• An evolving market backdrop: shifting dynamics across commodities, geopolitics and technology have created new opportunities for active investors.
• Well-positioned portfolio: strength in energy, resources and selective recovery names has supported performance through changing market conditions.
• Attractive valuations: the portfolio trades at ~11x earnings, with strong underlying growth potential yet to be fully reflected in share prices.
⚠️ Warning: Capital at Risk. Professional Investors Only.