Amati Global Investors
Amati Global Innovation Fund (B Share Class)
Aug 2026 → Aug 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 6 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
We established a significant position in the Fund.
To fund this new position, we sold our holding in Lumentum, a US listed supplier of photonics and optical communications systems.
In both cases we saw share price weakness as an opportunity and added to our positions.
In both cases we saw share price weakness as an opportunity and added to our positions.