TB Amati Strategic Innovation Fund

This is a brand-new fund from Amati. Amati was established 12 years ago and has focused on specialist investments and a UK Smaller Companies Fund. It recently launched a Strategic Metals Fund and this is the latest fund launch. The fund has been set up by Mikhail Zverev who ran a successful strategy both at Abrdn and Aviva. The aim is to follow the process he established in the past. The primary aim is to extract value without taking risk. They do this by investing across the enablers and adopters of innovation.

They feel that now is the perfect time to set up the fund, as when there is fear in the markets it opens opportunities. There is a broad and diverse opportunity set for the team to invest in and they look for the very best companies who offer innovative products, services and business models which address key economic, consumer and societal challenges. They will look to invest in between 30 and 40 companies. They are happy to invest across small, mid, and large cap names although they will avoid the mega cap companies….read more

Fund Facts Morningstar

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