Amati Global Investors
Amati Investment Funds
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 5 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.
Its investment theses
- James Hardie IndustriesJul 2026James Hardie Industries is a building materials company benefiting from modular construction trends, new management, and an attractive valuation.
- ATSJul 2026ATS is a robotics and automation equipment manufacturer with exposure to structurally growing end markets.
- Theon InternationalJul 2026Theon International is a defence technology company benefiting from European rearmament and demand for augmented vision products.
- BeldenJul 2026Belden is an industrial data network infrastructure company benefiting from automation trends and a larger addressable market after acquisition.
- GeneDxJul 2026GeneDx is a genetic screening company benefiting from falling sequencing costs and expanding diagnostics demand.