Amati Global Investors

"But interestingly, talking to sort of key opinion leaders in the space, they suggest that really cost is no longer the issue. It is effectively cheap enough. And it's now just about 40% of the total cost of the workflow for doing a diagnostic" Graeme Bencke and Mikhail Zverev discuss decreasing costs in genomic sequencing in the short clip below 👇 Tune into the full discussion on Genomics: the next chapter 👉://vimeo.com/1179557046 ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Genomics #healthcare #diagnostics #DNA #genesequencing #investing #investments #fundresearch #investmentmanagement #fundmanagement #wealthmanagement #financial

"But we found very compelling value in one of them. It's called GeneDx. And it has a very clear defined niche. Its this pediatric rare disease genomics. It benefits from a very unique data set of lots of patients and their families that they've sequenced over the years. So they can correlate disease and genetic code much better than their competition. And the result of that, they have 80% market share in their niche." Tune into the latest Amati Insights on Genomics with Amati fund managers, Mikhail Zverev and Graeme Bencke as they discuss where the opportunity lies in this next chapter of the industry growth👉vimeo.com/1179557046 ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Genomics #healthcare #diagnostics #DNA #genesequencing #investing #investments #fundresearch #investmentmanagement #fundmanagement #wealthmanagement #financial

💡 Amati Insights - “Genomics: the next chapter” We have seen rapid advances in understanding of the links between genetics and human health, and rapid decline in the cost of gene sequencing. This unique combination of clinical utility and value is unlocking vast new markets and driving double digit growth for diagnostics testing and tools companies. Join Amati fund managers Mikhail Zverev and Graeme Bencke as they discuss where the opportunity lies in this next chapter of the industry growth. 👇 ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Genomics #healthcare #diagnostics #DNA #genesequencing #investing #investments #fundresearch #investmentmanagement #fundmanagement #wealthmanagement #financial

"The selloff in gold and silver was exacerbated by the fact that both Comex and Nymex,  the gold and silver options markets in the US, significantly increased the initial margin rates since the beginning of the year. This was done on the back of soaring gold and silver prices and done to reduce risk. The flipside is that it increased selling pressure when prices fell. As of early 2026, initial margins were set at 5% for gold and 9% for silver and platinum, the latter saw the greatest volatility on the downside in the selloff." Georges Lequime discusses further in the latest Amati Metals Vlog 👉 vimeo.com/1178769668?fl=… ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #geopolitical #mining #gold #silver #Trump #IranWar‌ #metals #stockmarket #economy #preciousmetals #energytransition #investing #investment #fundmanager

💡 Amati Insights - “Genomics: the next chapter” 📅 Tuesday 7 April at 8.45am We have seen rapid advances in understanding of the links between genetics and human health, and rapid decline in the cost of gene sequencing. This unique combination of clinical utility and value is unlocking vast new markets and driving double digit growth for diagnostics testing and tools companies. Join Amati managers Mikhail Zverev and Graeme Bencke as they discuss where the opportunity lies in this next chapter of the industry growth. If you haven't already registered to watch Amati Insights, please register here 👉 tinyurl.com/akttfk8s ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Geonomics #healthcare #diagnostics #DNA #genesequencing #investing #investments #fundresearch #investmentmanagement #fundmanagement #wealthmanagement #financial

"Whereas what we're seeing is the complexity of real industrial use of AI is such that they need more IT services rather than less those industrial customers to make AI work for them." Graeme Bencke and Mikhail Zverev discuss the effects of AI within the IT Services industry in the short clip below 👇 Tune into the full discussion on automation in logistics 👉lnkd.in/eNd4z6Dx ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #wealthmanagement #logistics #warehouse #innovation #global #funds #automation #investments #investing #fundresearch #financialservices #AI #ITServices

WS Amati Strategic Metals Fund: Metals are becoming more critical by the day Recent geopolitical turbulence has driven sharp, sentiment‑driven selling across metals and mining equities, despite no change in underlying fundamentals. With physical markets, particularly silver, remaining tight and strategic demand rising, valuations across the sector have become highly attractive. We believe this presents a compelling opportunity for investors who wish to maintain exposure to critical raw materials amid growing global supply‑chain and security pressures. Georges Lequime discusses further in the latest Amati Metals Vlog 👇 ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #geopolitical #mining #gold #silver #Trump #IranWar‌ #metals #stockmarket #economy #preciousmetals #energytransition #investing #investment #fundmanager

Five weeks into the Iran war and roughly $7 trillion has vanished from global stocks. Mikhail Zverev from Amati Global Investors told Reuters he’s adding to cyclical stocks and scouring markets for opportunities

"Labour is this really important pinch point and companies are looking at flexible ways of getting access to this automation without having a massive upfront bill." Graeme Bencke and Mikhail Zverev discuss how financing the the logistics automation industry is changing in the short clip below 👇 Tune into the full discussion on automation in logistics 👉lnkd.in/eNd4z6Dx ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #wealthmanagement #logistics #warehouse #innovation #global #funds #automation #investments #investing #fundresearch #financialservices

AI is reshaping industries, but powering this transformation requires vast physical infrastructure—especially data centres. These hubs of innovation depend on strategic metals like rare earths, lithium, nickel and copper. Copper use in data centres is expected to increase from 500,000 to 3 million tonnes a year by 2050 matching the annual output of the world’s four biggest copper mines today.* With AI adoption accelerating globally these metals are becoming strategic assets. The WS Amati Strategic Metals Fund offers exposure to the metals driving this transformation. Find out more 👉 amatiglobal.com/funds/amati-st… ⚠️ Warning: Capital at Risk. Professional Investors Only. * Source: BHP #AmatiGlobal #mining #copper #investing #AI #datacentres #investment #funds #strategicmetels #nickel #rareearths #lithium

@StockwatchUK Tune into our next Insights call "When robots go rogue"!

@AmatiGlobal They can go rogue as Ocado found out!!

💡 Amati Insights - "Robots don't call in sick: automation in logistics" Higher labour costs and faster delivery times are driving more innovative solutions across the logistics supply chain — creating meaningful opportunities for investors. Join Amati fund managers Mikhail Zverev and Graeme Bencke as they share insights from the UK’s leading automation event and highlight where they see the most compelling areas for future growth. 👇 ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Investing #funds #robots #logistics #warehouse #RFID #investments #assetmanagement #wealthmanagement #equities #fundresearch

"There's a high return on investment on that because companies can take out a lot of the excess inventory in the warehouse that they've sort of needed, those buffer stocks in the past because they weren't totally sure what was in and what was out. So it continues to grow and there's a lot of excitement around RFID" Graeme Bencke and Mikhail Zverev discuss the latest developments in RFID in the short clip below. Tune into the full discussion on automation in logistics 👉vimeo.com/1176206338?fl=… ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #RFID #investing #innovation #logistics #retail #funds #fundresearch #investments #wealthmanagement

💡 Amati Insights - "Robots don't call in sick – automation in logistics" 📅 Tuesday 24 March at 8.45am Higher labour costs and faster delivery times are driving more innovative solutions across the logistics supply chain — creating meaningful opportunities for investors. Join Amati fund managers Mikhail Zverev and Graeme Bencke next week as they share insights from the UK’s leading automation event and highlight where they see the most compelling areas for future growth. If you haven't already registered to watch Amati Insights, please register here 👉tinyurl.com/akttfk8s ⚠️ Warning: Capital at Risk. Professional Investors Only.

"But again, we're seeing this feedback loop and flywheel effect. So more diagnostics means more data, and triangulating this data with the health information of the patient feeds back to the algorithm to make the diagnostics more effective. One of our portfolio holdings companies, a diagnostics company called ChinDX, believes that this combination, this data set of, in that case, genetic testing, and the data about the patients and their lineage is their main competitive advantage, their main mode." Mikhail Zverev discusses further in the short clip below 👇 Tune into the full discussion: "Lab in the loop" and the acceleration in life sciences innovation 👉lnkd.in/eAdFV5mi ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #innovation #healthcare #investing #investment #fundmanager #labintheloop #clinicaltrials #diagnostics #wealthmanagement #assetmanagement #fundresearch #globalequities #lifesciences

🌎 WS Amati Global Innovation Fund - "Our holdings in memory semiconductors and photonics, long held high conviction innovation frontiers for the Fund, delivered extremely strong performance during the month, following on from strong returns over the past several months. Our view that high speed data transfer requirements in AI data centres will necessitate the transition from electronics to photonics has been validated by both company results and industry commentators." Mikhail Zverev discusses further in the latest fund fact-sheet 👉tinyurl.com/mr46fexe ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #fundmanager #investing #investment #global #AI #Semiconductors #photonics #datacentre #assetmanagement #wealthmanagement #fundresearch

⛏️ WS Amati Strategic Metals Fund - "Copper has rallied 41% over the past 12 months but has stagnated since January. Sustained weakness in the dollar is supporting copper, whilst the metal is also likely benefiting from speculative inflows as traders look to capitalise on the data centre thematic. However, from a longer term perspective, continued supply disruptions have the potential to lift copper prices above the recent peak of $14,500/t." Mark Smith discusses further in the latest fund fact-sheet 👉tinyurl.com/3533ebcs ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #mining #commodities #metals #copper #investing #investor #fundmanager #gold #silver #lithium #preciousmetals #batterymetals #stockmarket #datacentre

📊 WS Amati UK Listed Smaller Companies Fund - "Evidence of the value on offer in the UK stock market comes most convincingly from the frequent takeover activity that UK listed companies continue to attract. February’s most notable example came when investment manager Schroders, founded in London in1804 and listed in 1959, agreed to be acquired by US asset manager, Nuveen, an arm of the Teachers Insurance and Annuity Association, as part of its strategy to diversify away from US assets." Gregor Paterson discusses further in the latest fund fact-sheet 👉 tinyurl.com/pvkfapym ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Investing #UK #stockmarket #fundmanager #investments #assetmanagement #fundresearch

"One of our investee companies, Bruker, recently signed an agreement with one of probably the leading foundational AI models for biology, where Bruker are using their spatial biology equipment to gather data to feed the training set of the AI. And this is a perfect example of this kind of lab in the loop flywheel, but obviously doesn't just stop at in vitro." Graeme Bencke discusses further in the short clip below 👇 Tune into the full discussion: "Lab in the loop" and the acceleration in life sciences innovation 👉vimeo.com/1171705432 ⚠️Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #Innovation #AI #Investing #Investments #technology #assetmanagement #diseases #investmentmanagement #healthcare #diagnostics #fundresearch #lifesciences #labintheloop #Alzheimers

The Lassonde Curve - Mining Value Creation ⛏️ In the short video below, Georges Lequime, co-manager on the WS Amati Strategic Metals Fund explains The Lassonde Curve 👇 Further information on the fund 👉 amatiglobal.com/funds/amati-st… If you would like to arrange a chat with the team, please contact us: ☎️ 0131 503 9115 📧 info@amatiglobal.com ⚠️ Warning: Capital at Risk. Professional Investors Only. #AmatiGlobal #mining #preciousmetals #investing #gold #commodities #investment #funds #silver #copper #lithium #stockmarket #economics #assetmanagement