Amati Global Investors
Amati Global Innovation Fund
Global Mid-cap Growth
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Amati Global Investors for every strategy.
What it bought and sold
Chronologically, the first addition was Theon International, a Dutch-listed (but Greek- domiciled) defence technology company and a leading provider of augmented vision technologies.
- ExitedVusionJul 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.
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.
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.
Also held
Its investment theses
- Theon InternationalJul 2026Theon International makes augmented vision technologies for defence and is positioned to benefit from rising European defence spending and underappreciated strategic changes.
- BeldenJul 2026Belden supplies industrial data network infrastructure and benefits from global manufacturing automation, improving industrial capex, and a strategic acquisition.