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 4 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.
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.