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| Date | Description |
| 05/12/2023 | The WS Amati UK Listed Smaller Companies Fund is mentioned in Trustnet article 'Fund pics for a junior ISA with nine years to maturity'. |
| 14/11/2023 | "Amati's Jourdan buys CAB Payments dip and swaps Rathbones for Brooks" - CityWire |
| 10/11/2023 | "We would be prepared to tolerate some volatility", Mikhail Zverev speaks with Naomi Rovnick for Reuters. |
| 07/11/2023 | Yuri Bender discusses Dr Paul Jourdan's Environmental, Social, Governance and Human Right Statement, in his piece for PWM: "Most funds which described themselves as “ethical” during the 1990s completely excluded defence stocks, due to perception of the industry as notoriously corrupt. But this is no longer an ethical position, believes Amati’s CEO and founder, Dr Paul Jourdan. In his Environmental, Social, Governance and Human Rights Statement, he notes that “if all market participants adopted this approach, the West would become greatly weakened in a way more likely than not to provoke conflict”." |
| 01/11/2023 | "With 49% ownership, HeiQ Plx(LON:HEIQ) has piqued the interest of institutional investors" Yahoo!Finance's Simply Wall St. |
| 26/10/2023 | “Historically, investing in UK smaller companies as an asset class and holding for the long term has been a recipe for outperformance. However, as is the case currently, this outperformance is punctuated with periods of higher volatility and risk. These episodes can cloud the long-term attractiveness of the asset class. As a consequence of the current cycle, and longer-term factors such as Brexit, the UK market has reached a historically low discount to its global peers, and within this, UK small caps have become even cheaper relative to UK large caps – a double discount.” Dr Gareth Blades speaks with Darius McDermott for Trustnet. |
| 26/10/2023 |
"Many of the more speculatvive or early-stage tech businesses have come crashing down to earth dramatically, with profit disappointment leading to a material fall in share prices," Scott McKeznie speaks with FT Adviser. |
| 09/10/2023 | Scott Mckenzie is quoted in Portfolio Advisor's October Magazine, discusses the challenges in re-establishing the UK market as an attractive place for companies to list and raise capital - ' we do detect a greater commitment from the chancellor, the FCA and others to address these problems'. |
| 05/10/2023 | "You're only ever as good as today's performance": Dr Paul Jourdan speaks to Portflio Advisor on the parallels between professional music and fund management. |
| 21/09/2023 | "...the long-term argument is so strong as these metals have strategic importance to the global economy and future macroeconomic trends. I would see it [the TB Amati Strategic Metals Fund] as an ideal diversifier in any long-term investment portfolio." Fund Calibre's Darius McDermott focuses on the Fund in his Elite Radar monthly write up for Investment Week. |
| 13/09/2023 | "We saw a bid for Ergomed, adding to a reasonably long list of bids we've seen this year. We're expecting bid activity to pick up further. It's interesting that the appeal of the life sciences sector remains for its long-term, non-cyclical characteristics. It's a very resilient section, and with an ageing population, the requirement only ever increases. There are significant short-term headwinds, but it's interesting that there are strategic buyers coming in recognising the long-term opportunities available here." Dr Paul Jourdan discusses early signs of interest coming back into life sciences. Portfolio Advisor. |
| 13/09/2023 | Fund Calibre's Darius McDermott discusses why gold could get it's shine back in 2024. Goerges Lequime is quoted "Gold is best suited as a recession hedge, with an average performance of 10.6% throughout the recession, when equities and commodities have a negative performance." Portfolio Advisor. |
| 08/09/20203 | Deep Dive: 'Little reason' to expect disruption to precious metals rally. Investment Week. |
| 08/07/2023 | "While it has been a testing 12 months for #smallercompanies, we now find that there are many with strong growth drivers whose share prices have suffered from poor sentiment. We currently see an attractive decoupling between stock prices and company values." Dr Gareth Blades, highlights some of the UK Listed Smaller Companies Fund team's top picks in this 'Personal View in MoneyWeek. |
| 07/07/2023 | Is now a good time to invest in innovation? Mikhail Zverev speaks to FT Adviser. |
| 01/07/2023 | Excluding defence companies from your portfolio may have been “an easy esg win”, Mikhail Zverev from the fund group Amati Global Investors said, but it was “naive and wrong”. ESG, or environmental, social and governance stocks, are socially responsible investments, which take into account a company’s ethics and its impact on communities and the planet alongside its financial return - The Times. |
| 27/06/2023 | Innovation Investing in the new economic reality - WealthBriefing. |
| 20/06/2023 | With inflation expected to moderate in the coming months, what does that mean for gold and other precious metals? This month’s panel of experts offer their thoughts in the latest Portfolio Adviser magazine - Georges Lequime speaks to Portfolio Adviser. |
| 16/06/2023 | "The pioneers/enablers/adopters framework is useful, for during the course of an economic cycle, different stages of the use and adoption of an innovation will change their relative values and revenue characteristics. The portfolio can shift allocation to the firms within these conceptual buckets." reports Wealth Briefing. |
| 18/04/2023 | “Companies with proven business models and a tangible, identifiable ability to grow profits, or at least a clear roadmap to that point, are typically the best investments over time.” Mikhail Zverev speaks to The Times. |
| 11/04/2023 | “Sometimes the companies in the background providing the picks and shovels are better investments than the headline-grabbing pioneers.” Graeme Bencke speaks to The Times. |
| 06/04/2023 | Gareth Blades: The planet's most awesome force - how to tap into it. |
| 05/04/2023 | Georges Lequime and Mark Smith at Amati Global Investors have “a highly active and flexible approach to investing” that makes them stand out from their peers. Robert Morgan , Chief Investment Analyst Charles Stanley & Co. Limited reports on Trustnet. |
| 24/03/2023 | 'Anna Macdonald has left Amati after five years to spend more time with her family,' reports Citywire. |
| 18/04/2023 | 'Companies with proven business models and a tangible, identifiable ability to grow profits, or at least a clear roadmap to that point, are typically the best investments over time,'Mikhail Zverev, Co-Manager of the TB Amati Strategic Innovation Fund speaks to The Times on the topic of investment fads. |
| 08/04/2023 | “Sometimes the companies in the background providing the picks and shovels are better investments than the headline-grabbing pioneers.” Graeme Bencke, Fund Manager speaks to David Brenchley from The Times. |
| 05/04/2023 | "What used to take days, months or years can now be completed in hours. A very small number of companies have pioneered sequencing technology, and a smaller number still enable the means to interrogate the genetic data and link it to disease – but a vast array adopts these technologies and create the product to provide genetic testing services. There are investment ideas in each category," Dr Gareth Blades talks to Portfolio Adviser on genetic sequencing. |
| 04/04/2023 | TB Amati Strategic Metals Fund was suggested by Rob Morgan, Chief Investment Analyst at Charles Stanley as a fund for those seeking exposure to commodities in Trustnet article 'The best funds for exposure to alternative assets.' |
| 20/03/2023 | Innovative companies are likely to be mispriced due to the complex nature of that which they are developing. This gap can be seen as a 'complexity artbitrage' and used to investors' advantage, Mikhail Zverev, tells FTAdvisor's Sally Hickey in this feature interview, explaining what it means to invest in innovation. |
| 10/03/2023 | For a satellite fund, Darius McDermott, FundCalibre Ltd suggests the TB Amati Strategic Metals Fund, which invests in international mining companies that focus on precious or industrially important metals like gold, copper, lead and lithium in The Times article. |
| 02/03/2023 | 'AIM has had a torrid time but there are good reasons for optimisim - Amati,' Amati AIM IHT Portfolio Service reported on Proactive Investor. |
| 25/02/2023 | "This is a green energy tilted fund. Whether you are looking at electric vehicles, wind power or solar power, they are all metal intensive. That means demand for everything from lithium batteries to the copper integral to the working of wind turbines. As we go forward, we don't have enough of these metals to satisfy demand, which means new lithium and copper mines need to be brought on stream. This is a green energy tilted fund. Whether you are looking at electric vehicles, wind power or solar power, they are all metal intensive. That means demand for everything from lithium batteries to the copper integral to the working of wind turbines. As we go forward, we don't have enough of these metals to satisfy demand, which means new lithium and copper mines need to be brought on stream," Georges Lequime speaks to Mail on Sunday. |
| 22/02/2023 | “The great danger with these alliances is that they act as a substitute for government policy and in doing so, they could do more harm than good. Our system is not designed for private corporations to solve government problems.” Paul Jourdan, CEO at Amati Global Investors talks net zero alliances with ESG Clarity. |
| 22/02/2023 | 'The Amati Global Investors' Strategic Metals Fund might be the right specialist fund for investors looking for equity exposure to a combination of precious metals, base, and specialist metals rather than a fund focused on a single more common commodity such as gold or silver. Gabriella Macari, Chartered Wealth Manager at TILLIT identifies five long-term funds to add to your ISA and forget about in Trustnet article. |
| 14/02/2023 | 'Silver set for upward correction,' Georges Lequime is quoted on Proactive Investor. |
| 13/02/2023 | 'TB Amati Strategic Metals Fund awarded the Elite Rating by FundCalibre' reports Investment Week. |
| 13/02/2023 | "I don't want to make money out of other people's blood - China, Jourdan said, has a level of freedom that is “so low” that it will probably make for very bad investments,” in ESG Clarity article. |
| 12/02/2023 | 'Georges Lequime is interested in Lithium, which is set for tenfold increase in demand by 2025. This should keep its price high for at least the next couple of years as companies develop new mines.' Amati Strategic Metals Fund is mentioned in article 'Reasons to invest in metal' in The Times. |
| 02/02/2023 | Dr Paul Jourdan explains Amati Global Investor's approach to human rights, "I don't want to make money out of other people's blood," in ESGClarity article. |
| 19/01/2023 | TB Amati UK Listed Smaller Companies Fund listed as a fund most recommended by best buy lists in 2023 in Trustnet article. |
| 16/01/2023 | John Monaghan from Square Mile quoted the TB Amati UK Listed Smaller Companies Fund in Portfolio Advisor, 'Amati has forged a sound reputation as a leading UK smaller companies asset manager. The fund is run by a collegiate team of managers who follow an approach that was intially developed by the firm's CEO Paul Jourdan which seeks to identify higher-quality companies with robust balance sheets. Jourdan has been involved with the management of the strategy for over 20 years. |
| 14/01/2023 | The TB Amati UK Listed Smaller Companies fund featured on Interactive Investor's best-buy list in article in The Times. |
| 09/01/2023 | Amati Global Investors appointed Thomas Whitfield as sales director mentioned in WealthBriefing. |
| 04/01/2023 | "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 turbnes and pv panels itself is powered largely by fossil fuels and will be curtailed if these are not available or become too expensive," Dr Paul Jourdan talks energy with Sustainable Energy. |
| 03/01/2023 | Amati Global Investords mentioned in 'The Motley Fool' as a major investor in Polarean Imaging. |