WS Amati Strategic Metals Fund
Our archive holds 5 letters from WS Amati Strategic Metals Fund, behind 4 investment theses. Every quote below is copied verbatim from the letter it came from.
Theses · 4
- March 2026
Impinj is a leading RFID chip company with a rapidly expanding addressable market and a recent pullback seen as an attractive long-term entry point.
Read the full thesis - March 2026
Bentley Systems is a leading infrastructure design software provider with strong data-, regulation-, and training-based moats that are undervalued after a broad SaaS selloff.
Read the full thesis - December 2025
Fabrinet is a contract manufacturer well positioned to benefit from accelerating adoption of optical communications in data centers by supplying all key players.
Read the full thesis - December 2025
H.U. Group is a Japanese diagnostics company with a first-mover lead in blood-based Alzheimer’s biomarkers driving rapid growth.
Read the full thesis
Letter archive · 5
2026
Funds · 3
- WS Amati Global Innovation Fund2
- WS Amati Strategic Metals Fund2
- WS Amati UK Listed Smaller Companies Fund1
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