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.
As Amati Insights takes a break for summer, fund managers Paul Jourdan, Georges Lequime and Mikhail Zverev share their thoughts on the key trends in their markets over the past year, and where they are focusing on going forward.
In Global Innovation, we look at dramatic divergence between AI winners and losers, and consider which sectors may be oversold or overlooked amid market enthusiasm for AI. In Strategic Metals, we discuss the drivers of the recent commodities price volatility and how the managers are seeking to capitalise on the opportunities it presents. And in UK Smaller Companies, we consider the value available in the asset class and the catalysts, including the recent political changes, that may support its realisation.
We wish you a great summer and look forward to resuming the Insights series in September.
The semiconductor industry has become a foundation for the innovation across the economy, and the key driver behind the progress of AI.
The Amati Global Innovation team is just back from Imec ITF World 2026, a semiconductor technology conference that Jensen Huang of NVidia calls “the industry’s best kept secret”.
Join Amati fund managers Mikhail Zverev and Graeme Bencke as they discuss its key messages.
We’ve also pulled together a short summary of the discussion which you can read by clicking here.
The construction industry may appear low-tech, but the economic and demographic pressures are driving builders to innovate and digitise.
Following our participation in the Future Build, a building technology trade show, join Amati fund managers Graeme Bencke and Mikhail Zverev as they discuss how design software, modular building systems and construction site robots are transforming the industry.
We’ve also pulled together a short write-up on what we saw and how it feeds into the fund. Read the full article here.
Amati has strengthened its sales team with the appointment of Mark Ingram, reinforcing the firm’s growth ambitions. Click here to read further.
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| Date | Description. |
| 02/06/2026 | FundCalibre highlights the WS Amati UK Listed Smaller Companies Fund in the following article “Staycation nation: the funds and sectors set to benefit this summer”. |
| 02/06/2026 | Georges Lequime, manager on the WS Amati Strategic Metals Fund, speaks to Portfolio Adviser on how his mining background, shared with co-manager Mark Smith, provides a differentiated edge in resource investing. |
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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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