Name: TB Amati Strategic Innovation Fund Update
Start: 2022-11-23T11:00:00Z
End: 2022-11-23T11:00:49.000Z
Location: BrightTALK
Rating: 0

Amati Fund Managers will explain the process of conducting a site visit for investment due diligence - by highlighting the site visit to Reunion Gold and G2 Goldfields in Guyana, South America. These 2 investments have returned over 200% investment for the WS Amati Strategic Metals Fund since the site visit.  # 'You can't lick rocks and kick the tyres from a Bloomberg Screen!'

Geology 101:  boots on the ground

Join the Amati Global Innovation team for a Brighttalk session as the fund celebrates its 3 year anniversary.   The team will explain the principles of their investment approach which has enabled them to discover innovation opportunities beyond the ubiquitous mega-cap tech stocks. The brief presentation will include insights into the highest conviction innovation themes in the portfolio, which the team believes are significantly under-appreciated by the market consensus, as well as discussing the current volatile geopolitical and trade environment and the opportunities this presents for long-term investors.

Finding technological inevitability in an uncertain world

Dr Paul Jourdan and Gregor Paterson from the Amati UK smallcap team discuss the sentiment towards UK markets, the recent indication from Mansion House Compact that pension funds will be allocating to private markets including AIM, what sectors will be leading the way in the small cap space and what the key themes are likely to be for the second half of 2025.

Amati Insights 9 June 2025 - AIM at 30 years old: is the UK small cap market at a turning point?

Investors in UK smaller companies have endured a perfect storm in recent years, with returns depressed by persistent fund outflows and the significant underperformance of the AIM index. This presents us with some outstanding investment opportunities across a range of high quality UK companies. With global investors recently questioning the dominance of US equities in their portfolios and UK capital market reforms now increasingly likely , we provide an update on why we believe that the WS UK Listed Smaller Companies Fund is ideally placed to capture the upside.

"UK Smallcap - Buy While Stocks Last "

NVidia and the Magnificent 7 take all the headlines in the AI race but humble "commodity" memory chips also stand to benefit. In the wake of Computex show in Taiwan Amati managers Mikhail Zverev and Graeme Bencke revisit why memory is a big beneficiary of AI growth, and what the opportunities are for investors.

Amati Insights 27 May 2025 - Memory Chips: The Coming AI Demand Super-Cycle

Investment in electric grids was already in growth mode. Spanish blackouts, German infrastructure stimulus and Trump administration deregulation agenda are poised to accelerate it. Join Amati managers Graeme Bencke and Mikhail Zverev to discuss the investment implications of this change

Amati Insights 13 May 2025 - "Trump, Merz and Spanish Blackouts: Powering up the Growth in Electric Grid Modernisation."

Although this remains years away, the direction of travel across industries is clear. Mikhail Zverev and Graeme Bencke discuss the roadmap towards the living factory and the investment implications in the latest Amati Insights.

Amati Insights 29 April 2025 - Autonomous Factory - the future of industrial manufacturing?

Insights into Metals Market and 2025 Outlook

Metals Vlog 11 December 2024 - Insights into Metals Market and 2025 Outlook

Recent breakthroughs in radiation therapies are the crest of the wave for a new frontier of cancer diagnostics and treatments. Join Graeme Bencke and Dr Gareth Blades of the Amati Global Innovation Fund as they discuss the innovations taking place and the potential opportunities for informed investors.

Amati Insights 21 January 2025 - Precision medicine:  a nuclear option?

Release of the DeepSeek AI model has caused some extreme market reactions and a lot of soul searching in the investment industry. As the dust settles and more information comes to light, Amati managers Mikhail Zverev and Graeme Bencke discuss the implications and consider how pragmatic and disciplined innovation investors should navigate this development.

Amati Insights 4 February 2025 - DeepSeek: popping the AI bubble or accelerating the AI growth?

The gold price has making new highs on fairly regular basis but despite this its easy to forget that gold was the best performing asset class during 2024. Gold may well have been in a bull market, but it seems other investment stories have been dominating the headlines and grabbing investors' attention.

Metals Vlog 7 February 2025 - A Stealth Gold Bull Market

The Trump generated headlines just keep coming. David Stevenson and Gregor Paterson discuss the impact of recent US policy initiatives on the outlook for some key global sectors.

Amati Insights 15 February 2025 - Global Industrials & Defence

Using industrial biological processes to manufacture more – food, medicine, energy commodities, agricultural inputs – was once seen as a 4 trillion dollar opportunity. 

After many disappointments, the sector is out of the limelight, but the underlying opportunity may still be intact. Join Amati managers Mikhail Zverev and Graeme Bencke as they explore what’s working today, where the growth is coming from, and what are the biggest long term prizes for this evolving industry.

Amati Insights 4 March 2025 - Industrial Bioengineering:  still a $4 trillion opportunity?

The life sciences industry is an important driver of innovation but facing challenges and opportunities under the new US administration.  Join Dr Gareth Blades for an investor update on the sector following his recent visit to the US

Amati Insights 18 March 2025 - Life Sciences under Trump: threats and opportunities

As labour costs continue to rise so does the interest in robotics and automation, both important frontiers for the Amati Global Innovation Fund. Following a recent visit to the UK’s largest automation trade show, join Mikhail Zverev and Graeme Bencke as they discuss the latest insights and investment implications.

Amati Insights 1 April 2025 - The robots are coming ... and revolutionising logistics

Following President Trump’s commitment to impose tariffs worldwide, join Amati Insights  with fund managers Dr Paul Jourdan, Georges Lequime & Graeme Bencke who will offer their thoughts and perspectives on the recent market gyrations.

Amati Insights 15 April 2025 - Trump Tariff Terror

Resource investing can be a lonely space at the best of times. As value investors we avoid the crowded trades, but usually when the sales are on, the markets are busy. This is not the case for the precious metal equity markets.  The generalist investor is still chasing tech and the broader index. We suggest you starve your distractions and feed your curiosity. With gold prices hitting all-time highs and the silver price following, the all in profit margins are well over US$750/oz for the gold producers generating an average 7% free cash flow yield with some mid cap producers over 15%. Surprising then that the gold equity valuations still remain well below historical averages.

We will discuss how the WS ASMF has been repositioned through active management to take advantage of this precious metal opportunity, and highlight the leverage the fund can have to rising commodity prices and the opportunity for M&A.

Insight into the Amati Strategic Metals Fund

The world of commodities just got a  'truck load' more complicated. We will discuss the metal implications of Trumps’ potential global trade tariffs; the Mexican Border and the silver bullet; the pace of the energy transition and the fate of IRA; de-dollarization and the role gold will play amongst the BRICS members. We will explain how we are positioning the WS ASMF for the next 4 years and beyond.

Another 'BRICS' in the Wall - the implications of a Trumpian Red Wall

Mikhail Zverev and Graeme Bencke will provide an update on the fund

TB Amati Strategic Innovation Fund Update

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Innovation

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TB Amati Strategic Innovation Fund Update

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