WS Amati Strategic Metals Fund
WS Amati UK Listed Smaller Companies Fund
UK Small-cap
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of WS Amati Strategic Metals Fund for every strategy.
What it bought and sold
Kitwave left the portfolio following a bid from private equity and profits were taken from Volex following a strong run.
Elsewhere, we added to the position in Yu Group and Jadestone Energy.
We sold out Impax Asset Management, CLS Holdings, Hochschild Mining and Franchise Brands.
We added two new holdings during the quarter: Paragon Banking Group and Wilmington.
Elsewhere, we added to the position in Yu Group and Jadestone Energy.
We added two new holdings during the quarter: Paragon Banking Group and Wilmington.
We exited our position in Hochschild Mining during the quarter and took some profits in Greatland.
Kitwave left the portfolio following a bid from private equity and profits were taken from Volex following a strong run.
We sold out Impax Asset Management, CLS Holdings, Hochschild Mining and Franchise Brands.
We sold out Impax Asset Management, CLS Holdings, Hochschild Mining and Franchise Brands.
We exited our position in Hochschild Mining during the quarter and took some profits in Greatland.