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Amati Global Investors

Jul 2026 → Aug 2026 · Publishes quarterly · 3 funds

Our archive holds 3 letters from Amati Global Investors, behind 8 investment theses and positions in 22 companies. Every quote below is copied verbatim from the letter it came from.

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Amati Global Investors’s own letters page
3
Letters
22
Companies
8
Moves
8
Theses

3 strategies

Amati Global Investors publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

What they bought and sold · 8 moves

  • New positionCI&T
    August 2026
    “We established a significant position in the Fund.”
    Read the letter
  • ExitedLumentum
    August 2026
    “To fund this new position, we sold our holding in Lumentum, a US listed supplier of photonics and optical communications systems.”
    Read the letter
  • AddedAllegro Microsystems
    August 2026
    “In both cases we saw share price weakness as an opportunity and added to our positions.”
    Read the letter
  • AddedMKS Instruments
    August 2026
    “In both cases we saw share price weakness as an opportunity and added to our positions.”
    Read the letter
  • New positionTheon International
    July 2026
    “Chronologically, the first addition was Theon International, a Dutch-listed (but Greek- domiciled) defence technology company and a leading provider of augmented vision technologies.”
    Read the letter
  • ExitedVusion
    July 2026
    “Since we are at our maximum of 40 holdings, we needed to let two positions go in order to fund the new stocks, and these were French-listed electronic shelf label company, Vusion, and Japanese-listed laboratory services and genetic testing business, HU Group.”
    Read the letter
  • ExitedHU Group
    July 2026
    “Since we are at our maximum of 40 holdings, we needed to let two positions go in order to fund the new stocks, and these were French-listed electronic shelf label company, Vusion, and Japanese-listed laboratory services and genetic testing business, HU Group.”
    Read the letter
  • New positionBelden
    July 2026
    “The second company is U.S.-listed Belden, a provider of industrial data network infrastructure equipment, and a significant beneficiary of the increasing drive to automate and modernise manufacturing across the globe.”
    Read the letter

Companies held · 22

Every company Amati Global Investors has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 8

  • CI&T
    August 2026

    CI&T is an agile IT services company benefiting from AI implementation demand, with strong growth and attractive valuation.

    Read the full thesis
  • Theon International
    July 2026

    Theon International makes augmented vision technologies for defence and is positioned to benefit from rising European defence spending and underappreciated strategic changes.

    Read the full thesis
  • Belden
    July 2026

    Belden supplies industrial data network infrastructure and benefits from global manufacturing automation, improving industrial capex, and a strategic acquisition.

    Read the full thesis
  • James Hardie Industries
    July 2026

    James Hardie Industries is a building materials company benefiting from modular construction trends, new management, and an attractive valuation.

    Read the full thesis
  • ATS
    July 2026

    ATS is a robotics and automation equipment manufacturer with exposure to structurally growing end markets.

    Read the full thesis
  • Theon International
    July 2026

    Theon International is a defence technology company benefiting from European rearmament and demand for augmented vision products.

    Read the full thesis
  • Belden
    July 2026

    Belden is an industrial data network infrastructure company benefiting from automation trends and a larger addressable market after acquisition.

    Read the full thesis
  • GeneDx
    July 2026

    GeneDx is a genetic screening company benefiting from falling sequencing costs and expanding diagnostics demand.

    Read the full thesis

Letter archive · 3

2026

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