Monthly Roundup
January 2026
Factsheets
Quarterly Reviews
Amati Insights
A fortnightly call where Amati Managers aim to share opinions on key events over the previous weeks. 10 – 15 minutes of concise comment at 8:45am every second Tuesday.
27 January 2026 - Memory super-cycle: from demand boom to critical shortages
Memory semiconductor companies have been a long-held position in the WS Amati Global Innovation fund. The recent demand boom and associated stock price rallies contributed strongly to the fund performance.
Join Graeme Bencke and Mikhail Zverev as they discuss what happens next and how they’re evolving their exposure to this increasingly mission critical part of the technology sector.
13 January 2026 - Greenlandia: Part Two
In part two of Amati Insights call on Greenland, Paul Jourdan speaks with Eldur Olafsson , Founder and CEO of Amaroq Ltd , about Greenland’s vast resource potential and why it’s attracting global attention.
From critical minerals vital for energy transition and defense to the geopolitical stakes between the US, Denmark, and China, this conversation highlights why Greenland is becoming a key player in the race for strategic resources.
13 January 2026 - Greenlandia: Part One
Dr Paul Jourdan from the WS Amati UK Listed Smaller Companies Fund and Mark Smith from the WS Amati Strategic Metals Fund share their thoughts on why Greenland has suddenly become a strategic focal point for the US. They discuss the island’s vast geological potential, its rich deposits of critical minerals essential for defence and decarbonisation, and how shifting geopolitics and resource security are reshaping global priorities.
Additional Monthly Highlights
WS Amati Strategic Metals Fund - Uncovering the Value
2025 was a great year for precious metals, with gold returning around 64% and silver delivering even stronger returns, being up over 145%. In the face of such returns in a relatively short period of time, it’s easy to see why investors may question whether they have missed the boat.
Unquestionably, it’s been a perfect environment and backdrop with the combination of their traditional roles as safe-haven assets amid global uncertainty, strong specific industrial demand for silver and expectations of further interest rates cuts. It’s tough to call the direction of travel from here, with there being many reasons longer-term for both metals to have continued strength, but it wouldn’t be surprising to see shorter-term volatility and some pull back.
To read the full article please click here
Press Coverage
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| Date | Description. |
| 29/01/2026 | WS Amati Strategic Metals Fund has been highlighted in the following FundCalibre article “Making your ISA work harder for you”. |
| 28/01/2026 | The WS Amati Strategic Metals Fund has been highlighted as one of the top performing funds of 2025 in the following article by Investment Week* “Top 50 funds returned more than 100% on average in shaky 2025”. |
| 27/01/2026 | Darius McDermott from FundCalibre highlights the WS Amati Strategic Metals Fund in The Times* article “Is there still money to be made in the gold rush?””. |
| 24/01/2026 | The WS Amati Strategic Metals Fund has been highlighted in the following article by DIY Investor article “Mind the gap: the areas where fund selection matters”. |
| 22/01/2026 | WS Amati Strategic Metals Fund has been highlighted in the following FundCalibre article “Blue Monday, Bright Returns: Why markets are making investors smile”. |
| 20/01/2026 | The WS Amati Strategic Metals Fund has been highlighted as a top performing fund in the following FE Trustnet article “The best performing investments since Trump returned to the White House”. |
| 08/01/2026 | WS Amati Strategic Metals Fund has been highlighted in the following FE Trustnet article “The sectors where it paid to go active in 2025 – and where it didn’t”. |
| 07/01/2026 | WS Amati Strategic Metals Fund has been highlighted as top commodity fund in Q4 2025, in the following FE Trustnet article. |
| 06/01/2026 | Georges Lequime discusses his views with Darius McDermott, FundCalibre in the following FE Trustnet article “All that glitters is not gold alone”. |
| 06/01/2026 | WS Amati Strategic Metals Fund has been highlighted in 6th position amongst a selection of top performing funds in 2025, in the following FE Trustnet article. |
| 02/01/2026 | WS Amati Strategic Metals Fund has been highlighted in 3rd position amongst a selection of top performing funds in December 2025, in the following FE Trustnet article. |
