• RankiaPro Spain
Menu
  • RankiaPro Spain
SUBSCRIBE
Search
Close
  • Home
  • Insights
    EQUITIES
    EQUITIES
    FIXED INCOME
    FIXED INCOME
    ESG
    ESG
    INTERVIEWS
    INTERVIEWS
    MARKET OUTLOOK
    MARKET OUTLOOK
    ETF
    ETF

    Featured

    COVER IMAGE WEB POSTS (4)
    Insights

    Regime change calls for style balance

  • News
    APPOINTMENTS
    APPOINTMENTS
    LAUNCHES
    LAUNCHES
    ASSET MANAGERS
    ASSET MANAGERS

    FEATURED

    COVER IMAGE WEB POSTS (5)
    Appointments

    DWS: Sebastian Krämer-Bach to take over Communications & Marketing from Adib Sisani

  • Magazine
    RANKIAPRO EUROPE
    RANKIAPRO EUROPE
    RANKIAPRO IBERIA
    RANKIAPRO IBERIA
  • Events
    RANKIA FUNDS EXPERIENCE
    CONFERENCE CALLS
    CONFERENCE CALLS
    RANKIAPRO MEETINGS
    RANKIAPRO MEETINGS
  • Podcast
  • MiFIDII Training
Menu
  • Home
  • Insights
    EQUITIES
    EQUITIES
    FIXED INCOME
    FIXED INCOME
    ESG
    ESG
    INTERVIEWS
    INTERVIEWS
    MARKET OUTLOOK
    MARKET OUTLOOK
    ETF
    ETF

    Featured

    COVER IMAGE WEB POSTS (4)
    Insights

    Regime change calls for style balance

  • News
    APPOINTMENTS
    APPOINTMENTS
    LAUNCHES
    LAUNCHES
    ASSET MANAGERS
    ASSET MANAGERS

    FEATURED

    COVER IMAGE WEB POSTS (5)
    Appointments

    DWS: Sebastian Krämer-Bach to take over Communications & Marketing from Adib Sisani

  • Magazine
    RANKIAPRO EUROPE
    RANKIAPRO EUROPE
    RANKIAPRO IBERIA
    RANKIAPRO IBERIA
  • Events
    RANKIA FUNDS EXPERIENCE
    CONFERENCE CALLS
    CONFERENCE CALLS
    RANKIAPRO MEETINGS
    RANKIAPRO MEETINGS
  • Podcast
  • MiFIDII Training
Search
Close
Search
Close

Home | Amati launches TB Amati Strategic Innovation Fund

Amati launches TB Amati Strategic Innovation Fund

The new Fund will be managed by Mikhail Zverev, Graeme Bencke and Dr Gareth Blades, three highly experienced investors, with complementary track records and skill sets.
Patricia Molina

Investor Relations Specialist

  • 6 May 2022

Investing in innovation represents a large, growing, and diverse opportunity set for outperformance in global equities – an area in which there is proven market inefficiency. Specialist asset management boutique, Amati Global Investors, has demonstrated its ability to capture this opportunity through its management of the TB Amati UK Smaller Companies Fund and Amati AIM VCT plc, and has been looking to enhance its offering in this area for some time; Amati is therefore pleased to announce that is has received regulatory approval for a new fund, the TB Amati Strategic Innovation Fund, which is expected to launch on 23rd May 2022, preceded by an initial offer period commencing on 9th May.

Investing in companies at the leading edge of innovation and change within their industries, delivering innovative products and services, through ground-breaking business models, the Fund creates a fresh and exciting opportunity for those looking to increase their exposure to companies leading the charge in meeting today’s greatest economic, consumer and societal challenges.

The Fund will adopt a broader, more balanced approach to innovation investing – not simply focusing on high growth opportunities which have yet to achieve sustained profitability and cash generation, but also on more mature and higher quality business models that benefit from enabling and adopting innovation. This will broaden the opportunity set, balance fundamental risk in the portfolio, and help to protect investors from the kind of volatility experienced by some growth and innovation stocks over the past year.

With an active share likely above 90% (and quite likely above 95%), and populated by non-consensus ideas, the Fund will invest in a high conviction portfolio of 30-50 global equities – pioneers, enablers, and adopters of innovation. With a long-term investment approach, the Fund will look to outperform markets and peers over periods of five years or more. The managers will adopt a ‘go anywhere’, all cap, multi sector and style agnostic approach, but will most likely guide investors to growth and away from mega-caps, towards sectors more typically associated with innovation – technology, healthcare, and industrials included – powered by a bottom-up search for ‘innovation frontiers’ and companies best positioned to benefit from such innovation.

The new Fund will be managed by Mikhail Zverev, Graeme Bencke and Dr Gareth Blades, three highly experienced investors, with complementary track records and skill sets.

Zverev and Bencke bring multi-year top quartile track records in running concentrated, global equity portfolios, where innovation and technological change were key drivers of their outperformance. The team draws upon a mix of academic qualifications, investment, corporate finance and consulting experience, enabling the managers to understand both the technical complexities of innovative industries as well as the financials, and the business models of the companies behind the innovation. This helps to ensure that Amati is best placed to capture this opportunity for its clients.

“The innovation opportunity is granular, company specific, and best discovered from the bottom up. The UK is renowned as a global centre of excellence in the areas most closely associated with innovation – healthcare, technology, materials science, and specialist industrials amongst them. It ranks as a global leader on numerous innovation metrics.

“Through our work with the UK Smaller Companies Fund and our AIM Venture Capital Trust, we enjoy deep relationships with companies at the leading edge of these innovative industries – access to founder-entrepreneurs, senior executives, and senior technical staff, which would be the envy of many global investors. This enables us to identify promising areas of innovation, to assess the value of that innovation, and to build an understanding of the global ecosystem that is involved in, and which benefits from such innovation. This intellectual and research synergy creates a powerful advantage which we will look to leverage for our global equity clients.”

Mikhail Zverev

“Innovation can be a significant differentiator to the success of any business, and it has been frequently under-valued by investors. I believe our approach will enable us to capture this opportunity for our clients in the global equity asset class, consistent with our desire to construct class-leading investment products which remain fit for purpose and that investors can hold over the longer term.”

Dr Paul Jourdan Founder and CEO
  • Amati Global Investors, Asset Managers, Investment Funds, Launches

Related Post

outside real estate la française
  • Asset Managers, News

La Française REM acquires a senior housing unit in Alfortville on behalf of PFA

Completion is scheduled for the second quarter of 2024. The asset is pre-let to the Groupe Réside Etudes.
outside agreement
  • Asset Managers, News

WHEB AM will be the new subadvisor for the iMGP Sustainable Europe Fund

WHEB is a specialist fund management business and a pioneer in sustainability-themed investment, with a focus on creating positive impact.
outside biodiversity
  • Asset Managers, News

BNP Paribas AM publishes first biodiversity footprint of investments

BNPP AM carried out this analysis based on the Corporate Biodiversity Footprint (‘CBF’)[2] methodology, which covers more than 1,800 companies.
NEWSLETTER
If you want to keep up to date with the latest news from the asset management industry and all our events, subscribe now to our newsletter.
Subscribe

Last Tweets

5 Aug

💼 @DWS_Group: Sebastian Krämer-Bach to take over Communications & Marketing from Adib Sisani

...https://en.rankiapro.com/dws-sebastian-kramer-bach-marketing/

5 Aug

🧐 Germany could go into recession

https://en.rankiapro.com/germany-recession/

5 Aug

📣 OPEC+ raises oil production by 100,000 barrels per day, the lowest increase in history

...https://en.rankiapro.com/opec-raises-oil-production/

4 Aug

💼 @PIMCO Hires @RichardClarida as Managing Director and Global Economic Advisor

...https://en.rankiapro.com/pimco-hires-richard-clarida/

RankiaPro

  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us
Menu
  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us

Terms and uses

  • Cookies Policy
  • Privacy Policy
  • Disclaimer
Menu
  • Cookies Policy
  • Privacy Policy
  • Disclaimer

Contact

  • Email: [email protected]
  • Phone: (+34) 963 386 976
  • Mobile: (+34) 640 308 023

Newsletter

If you want to keep up to date with the latest news from the asset management industry and all our events, subscribe now.

Subscribe

All rights reserved © 2003 – 2021 Rankia S.L.

RankiaPro

  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us
Menu
  • Home
  • Insights
  • News
  • Magazine
  • Events
  • About us

Terms and uses

  • Cookies Policy
  • Privacy Policy
  • Disclaimer
Menu
  • Cookies Policy
  • Privacy Policy
  • Disclaimer

Contact

  • Email: [email protected]
  • Phone: 963 386 976 – 601 302 692

All rights reserved © 2003 – 2021 Rankia S.L.

Manage Cookie Consent
To provide you the best experience on our website, we use technologies like our own and third-party cookies for analytical purposes and to store device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique identifiers on this site. Not consenting or withdrawing consent may adversely affect certain features and functions.

To learn more, please read our Cookie Policy and Privacy Statement.
Functionality or Personalisation Cookies Always active
These cookies are necessary for the website to function or for the unique purpose of transmitting a communication over an electronic communications network, and cannot be disabled on our systems. Usually they are set up to respond to actions made by you to receive services, such as adjusting your privacy preferences or filling out forms. You can set your browser to block or alert you to the presence of these cookies, but some parts of the website will not work. These cookies allow the website to provide better functionality and personalisation. They may be set by us or by third parties whose services we have added to our pages. If you do not allow these cookies some of our services will not work properly.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics Cookies
These cookies allow us to count traffic sources in order to measure and improve the performance of our website. Storage or technical access which is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing Cookies
These cookies may be site-wide, placed by our advertising partners. These third parties may use them to create a profile of your interests and show you relevant adverts on other sites. If you do not allow these cookies, you may receive less targeted advertising.
Manage options Manage services Manage vendors Read more about these purposes
Cookie Settings
{title} {title} {title}
  • RankiaPro Spain
Menu
  • RankiaPro Spain
Menu
  • Home
  • Insights
    • Equities
    • ESG
    • ETF
    • Fixed Income
    • Interviews
    • Market Outlook
  • News
    • Appointments
    • Asset Managers
    • Launches
  • Magazine
    • RankiaPro Europe
    • RankiaPro Iberia
  • Events
    • Rankia Funds Experience
    • Online Events
    • RankiaPro Meetings
  • Podcast
  • MIFIDII Training

Follow us on social media

Linkedin Twitter Youtube Flickr

NEWSLETTER

Subscribe

Book now

Amati launches TB Amati Strategic Innovation Fund