The Monthly Roundup page provides investors with a single destination to view all fund updates, portfolio activity, media coverage, and additional insights, conveniently summarised in one place.
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.
Has AI killed the IT Services industry? As AI continues to reshape the technology landscape, many seem to think so. But is the picture really that simple?
Join the managers of the WS Amati Global Innovation Fund, Mikhail Zverev and Graeme Bencke, as they discuss their more nuanced and optimistic view of the IT services sector, and how the portfolio is positioned to benefit.
⚠️Warning: Capital at Risk. Professional Investors Only.
Physical AI is an increasingly popular investment theme. It drives proliferation of intelligence, robotics and sensors, which in turn drives growth in demand for industrial networking, a specialist and complex ecosystem.
Join Amati fund managers Mikhail Zverev and Graeme Bencke as they discuss this technological change and the investment opportunities it presents.
⚠️ Warning: Capital at Risk. Professional Investors Only.
AI spending continues to reshape markets, but after several years of extraordinary growth, are the most obvious opportunities becoming harder to find?
We discuss signs of bubble-like behaviour, with Mikhail Zverev and Graeme Bencke, co-managers of the WS Amati Global Innovation fund, who elaborate on the slowing growth in AI capital expenditure and why the next phase could favour less obvious beneficiaries. The interview explores physical AI, robotics, industrial automation and the specialist companies providing the infrastructure, sensors and software behind them. We also examine why parts of the software market may have been written off too quickly, before moving beyond AI to uncover innovation across drug discovery, laboratory automation, radiopharmaceuticals, defence, drones, cyber and space.
Amati has appointed Gavin White to its sales team. Gavin was previously Head of UK Wholesale at Octopus Investments and, before that, Head of UK Intermediary Sales at J O Hambro. Please read full article here.
Amati’s Autumn Newsletter now issued. Topics covered within this edition:
Please find the link for the full Newsletter here.
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| Date | Description. |
| 21/09/2026 | Mark Smith of the WS Amati Strategic Metals Fund shared his views with Interactive Investor on the importance of specialist research and company engagement when investing in commodities and mining companies”. |
| 21/09/2026 | WS Amati Strategic Metals Fund was featured in Interactive Investor’s analysis of funds delivering strong returns during the third quarter’s market recovery”. |
| 17/09/2026 | WS Amati Strategic Metals Fund featured in FundCalibre’s analysis of the long-term drivers supporting commodities markets, with fund manager Georges Lequime contributing views on investor positioning in the mining sector”. |
| 14/09/2026 | Amati fund manager Mikhail Zverev shared his views with The Wall Street Journal on the longer-term outlook for AI adoption and semiconductor demand.. |
| 14/09/2026 | Trustnet featured WS Amati Strategic Metals in its analysis of the IA Commodity/Natural Resources sector, highlighting funds that ranked among the sector’s top performers over the period since “Liberation Day. |
| 08/09/2026 | Amati add former Octopus Investments wholesale head to sales team Investment Week. |
| 08/09/2026 | Money Marketing report on Amati recruiting former Octopus Investments head of wholesale and key partnerships. |
| 08/09/2026 | Portfolio Adviser highlight Gavin White’s recent appointment to the Amati Sales Team. |
| 07/09/2026 | WS Amati Strategic Metals Fund highlighted in Interactive Investor as one of their top five funds in August 2026. |
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WS Amati UK Listed Smaller Companies Fund
WS Amati Strategic Metals Fund
WS Amati Global Innovation Fund
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