Amati Global Investors is an independent boutique manager that invests in small and mid-size companies. The company was established in 2010 in Edinburgh and is led by Paul Jourdan.
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Their Global Innovation Fund strategy is based on long-term (5+ years) investments in companies that create value from innovative products or services. The primary sectors for investments are telecommunication, technology, healthcare, and industrials.
The fund conducts bottom-up research, creating a balanced approach to investments in innovators that include pioneers, enablers, and adopters. Their portfolio is unique, with very little overlap with generalist global funds. Assets under management (AUM) are at $24.5 million, which is divided among 40 holdings.
In the May report, the fund disclosed a monthly performance of 6.49% in comparison to the benchmark (MSCI ACWI) return of 4.74%.
Top 10 holdings:
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