Name: Defence Update - Amati Insights 7 October 2025
Start: 2025-10-07T07:14:00Z
End: 2025-10-07T07:14:12.000Z
Location: BrightTALK

Join Dr Paul Jourdan and Gregor Paterson from the WS UK Listed Smaller Companies fund for a portfolio update where they  highlight current challenges on the UK small-cap market,  and why valuations today present compelling long-term opportunities.



•    UK small-cap valuations are at historic lows - offering attractive entry points for investors.

•    Recovery expected in 2026 - supported by falling interest rates and cyclical sectors like housing and consumer stocks.

•    Portfolio highlights include - Trainline, Gamma Communications, Ashtead Technologies, and Boku—companies with strong fundamentals and growth potential.

⚠️Warning: Capital at Risk. Professional Investors Only

WS Amati UK Listed Smaller Companies Fund - Portfolio Update 11 December 2025

In our latest Amati Insights discussion, Dr Paul Jourdan and Gregor Paterson from the WS Amati UK Listed Smaller Companies Fund share their thoughts on the recent UK budget — from its drawn-out lead-up and unexpected spending increases to its impact on inflation, bond markets, and interest rates. With rate cuts likely ahead, could this be the catalyst for renewed confidence in UK equities?

⚠️Warning: Capital at Risk. Professional Investors Only

Post Budget Review - Amati Insights 2 December 2025

Join Mikhail Zverev and Graeme Bencke from the WS Amati Global Innovation team for a portfolio update. Discover how their disciplined, research-driven approach has enabled them to uncover innovation opportunities beyond the ubiquitous mega-cap tech stocks.

In this short update, Mikhail and Graeme will:

•    Explain the principles behind our investment process and why we focus on real businesses, not science projects;

•    Key innovation frontiers in the portfolio that we believe remain significantly underappreciated by the market;

•    Highlight how today’s shifting geopolitical and trade landscape opens new doors for active investors.

⚠️ Warning: Capital at Risk. Professional Investors Only

#AmatiGlobal #Global #Innovation #Investing #fundresearch #AI #bioprocessing #RFID #fundmanager

WS Amati Global Innovation Fund - Portfolio Update 27 November 2025

Recent conversations with the industry suggest that RFID and other wireless IoT technologies continue to unlock new transformative applications – from retail to healthcare to everyday consumer life. 



Join Amati Global Innovation fund managers Mikhail Zverev and Graeme Bencke as they discuss how they are investing to benefit from what’s coming next.

Amati Insights: RFID 2.0 – accelerating adoption

Alzheimer's Disease is one of the most pressing unmet clinical needs and is a huge cost to healthcare systems and societies.

Recent developments in Alzheimer's diagnostics are nothing short of revolutionary and promise to unlock improved patient outcomes and valuable new markets.

Join Mikhail Zverev and Graeme Bencke as they discuss how they pursue this opportunity in the WS Amati Global Innovation Fund. 

⚠️ Warning: Capital at Risk. Professional Investors Only.

Alzheimer’s Disease: diagnostics revolution - Amati Insights 4 November 2025

Photonics and optical communications have been key enablers of the digital revolution. With AI, the industry is entering a hyper-growth stage. 

Join Amati managers Mikhail Zverev and Graeme Bencke to hear why the transition to optical data communication is inevitable and where they see investment opportunities benefiting from this technological change.

Photonics and Optical Communications in the Age of AI - Amati Insights 21 October 2025

With the recent rally in commodity prices, have you missed the boat? Georges Lequime and Mark Smith provide an overview of where commodity prices, in particular gold and silver have gone, where they could end up and what the market’s present pricing suggests. They will also cover the shape of the portfolio, asset split and equity weightings.

Amati Strategic Metals Fund - Commodity Price Rally: Have you missed the boat?

Amati Insights restarts after the break with a look back at Innovation progress and breakthroughs during the summer, which was anything but quiet. The market is singularly focused on generative AI and the data centre boom, but there is a lot more going on: forward leaps in detecting Alzhemier's and rare genetic diseases, changing priorities in global defence, more sustainable battery tech, and even the ability to bring professional inventory tracking to your home or your phone. Mikhail Zverev, Graeme Bencke and Gareth Blades from the Amati Global Innovation team will highlight some exciting technological changes and new opportunities for investors - outside of the AI spotlight.

Innovation beyond AI - Amati Insights 23 September 2025

What was supposed to be a quiet summer has turned out anything but. Usually, over the summer months, precious metal prices weaken with the stronger months typically being end of August through the whole of September, when everyone is back from holidays. However, the last six weeks have been eventful and positive for the mining sector.

Georges Lequime, co-manager of the WS Amati Strategic Metals Fund, offers insight into recent developments within the sector in this short vlog. 

⚠️ Warning: Capital at Risk. Professional Investors Only.

Amati Strategic Metals Fund Vlog - Recent Developments within the Sector

Scott Mckenzie & Dr Paul Jourdan will offer an update on the Amati AIM IHT portfolio service and highlight fund performance, portfolio activity and outlook for the sector

Outlook & Opportunities for AIM

Medical Diagnostics is an exciting growth area. Demand for diagnostics from patients and health professionals is combined with and amplified by the innovation and biological discovery in biomarkers and testing techniques. Gareth Blades and Mikhail Zverev from Amati Global Innovation team discuss the new opportunities this unlocks for investors in the latest Amati Insights.

Amati Insights 24 June 2025 - Medical Diagnostics

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."

The nature of warfare is changing and innovations in electronic warfare, advanced communications and drone and missile defence are developing at pace. Join Gregor Paterson from the Amati UK Small Cap Fund and Graeme Bencke from the Amati Global Innovation Fund as they discuss these trends and the associated investment implications.

Defence Update - Amati Insights 7 October 2025

#innovation

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defence

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Global Equities

Wealth Management

Economics

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

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Defence Update - Amati Insights 7 October 2025

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Amati Global Investors