What smart money is saying about Morgan Advanced Materials
MGAM.L
No fund has written a full thesis on Morgan Advanced Materials in our archive, but 1 fund letter reports a position in it, most recently Artemis UK Special Situations in March 2026.
Get an email when a fund buys, sells or pitches it
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Morgan Advanced Materials on record in the archive was reported in Q1 2026, across 1 fund letter, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- March 2026
“We also sold another industrial holding in the quarter. Our initial investment in Morgan Advanced Materials in September 2023 was based on the company’s pivot towards faster-growing markets such as semiconductors. But slower-than-expected sales of electric vehicles resulted in excess capacity of component parts building up through the supply chain, impacting orders. With operational momentum lagging our expectations, we sold what remained of our holding.”
Morgan Advanced Materials
Read the letters behind these Morgan Advanced Materials positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger