HF Best Ideas
AnalysesQuarterly LettersInsightsChartsWarren AI
All funds

WS Amati Strategic Metals Fund

Dec 2025 → Mar 2026 · 3 funds

Our archive holds 5 letters from WS Amati Strategic Metals Fund, behind 4 investment theses and positions in 31 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

Get an email when this fund publishes its next letter

5
Letters
31
Companies
19
Moves
4
Theses

3 strategies

WS Amati Strategic Metals Fund publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

What they bought and sold · 19 moves

  • New positionBasler
    March 2026
    “German listed Basler and Swiss listed Tecan Group, while quite different businesses, both stand to benefit as AI impact real world applications.”
    Read the letter
  • TrimmedVolex
    March 2026
    “Kitwave left the portfolio following a bid from private equity and profits were taken from Volex following a strong run.”
    Read the letter
  • AddedYu Group
    March 2026
    “Elsewhere, we added to the position in Yu Group and Jadestone Energy.”
    Read the letter
  • New positionTecan Group
    March 2026
    “German listed Basler and Swiss listed Tecan Group, while quite different businesses, both stand to benefit as AI impact real world applications.”
    Read the letter
  • ExitedFranchise Brands
    March 2026
    “We sold out Impax Asset Management, CLS Holdings, Hochschild Mining and Franchise Brands.”
    Read the letter
  • New positionParagon Banking Group
    March 2026
    “We added two new holdings during the quarter: Paragon Banking Group and Wilmington.”
    Read the letter
  • AddedJadestone Energy
    March 2026
    “Elsewhere, we added to the position in Yu Group and Jadestone Energy.”
    Read the letter
  • New positionWilmington
    March 2026
    “We added two new holdings during the quarter: Paragon Banking Group and Wilmington.”
    Read the letter
  • TrimmedSK Hynix
    March 2026
    “To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.”
    Read the letter
  • New positionJames Hardie Industries
    March 2026
    “James Hardie Industries, the now US-listed building materials company, was the fourth addition to the Fund.”
    Read the letter
  • TrimmedGreatland Resources
    March 2026
    “We exited our position in Hochschild Mining during the quarter and took some profits in Greatland.”
    Read the letter
  • New positionBentley Systems
    March 2026
    “The third addition was U.S.-listed Bentley Systems, the leading provider of design and engineering software for infrastructure design and construction.”
    Read the letter
  • ExitedKitwave
    March 2026
    “Kitwave left the portfolio following a bid from private equity and profits were taken from Volex following a strong run.”
    Read the letter
  • ExitedCLS Holdings
    March 2026
    “We sold out Impax Asset Management, CLS Holdings, Hochschild Mining and Franchise Brands.”
    Read the letter
  • TrimmedEli Lilly
    March 2026
    “To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.”
    Read the letter
  • ExitedImpax Asset Management
    March 2026
    “We sold out Impax Asset Management, CLS Holdings, Hochschild Mining and Franchise Brands.”
    Read the letter
  • ExitedHochschild Mining
    March 2026
    “We exited our position in Hochschild Mining during the quarter and took some profits in Greatland.”
    Read the letter
  • TrimmedMOOG
    March 2026
    “To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.”
    Read the letter
  • TrimmedAmphenol
    March 2026
    “To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.”
    Read the letter

Companies held · 31

Every company WS Amati Strategic Metals Fund has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 4

  • Impinj
    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
  • Bentley Systems
    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
  • Fabrinet
    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
  • H.U. Group Holdings, Inc.
    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

2025

Get WS Amati Strategic Metals Fund’s next letter the day it lands

We track WS Amati Strategic Metals Fund alongside hundreds of other managers, read every letter, and pull out what they bought and sold. Warren AI reads the whole archive for you.

View plans→
Share this fund