WS Amati Strategic Metals Fund
WS Amati Global Innovation Fund
Global Growth
Dec 2025 → Mar 2026
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years · follow all of WS Amati Strategic Metals Fund for every strategy.
What it bought and sold
German listed Basler and Swiss listed Tecan Group, while quite different businesses, both stand to benefit as AI impact real world applications.
German listed Basler and Swiss listed Tecan Group, while quite different businesses, both stand to benefit as AI impact real world applications.
To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.
James Hardie Industries, the now US-listed building materials company, was the fourth addition to the Fund.
The third addition was U.S.-listed Bentley Systems, the leading provider of design and engineering software for infrastructure design and construction.
To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.
To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.
To fund these new holdings, we took profits in four of our longer-standing investments: SK Hynix, MOOG, Eli Lilly and Amphenol.
Also held
Its investment theses
- ImpinjMar 2026Impinj is a leading RFID chip company with a rapidly expanding addressable market and a recent pullback seen as an attractive long-term entry point.
- Bentley SystemsMar 2026Bentley Systems is a leading infrastructure design software provider with strong data-, regulation-, and training-based moats that are undervalued after a broad SaaS selloff.
- FabrinetDec 2025Fabrinet is a contract manufacturer well positioned to benefit from accelerating adoption of optical communications in data centers by supplying all key players.
- H.U. Group Holdings, Inc.Dec 2025H.U. Group is a Japanese diagnostics company with a first-mover lead in blood-based Alzheimer’s biomarkers driving rapid growth.