In a feature within Investment Week, the Edinburgh-based investment house was nominated by Shauna Bevan, Director and Head of Investment Advisory at RiverPeak Wealth.
She said: “So-called boutiques can vary in size, but one of my favourites is Amati Global Investors, based in Edinburgh.
“Established in 2010, it is a dedicated venture capital trust and small-cap investment house, focusing on the UK, with fewer than 20 employees. Part-owned by Mattioli Woods, the company has retained its independence while enjoying some of the benefits of being part of a bigger group. There are three fund managers – found Dr Paul Jourdan, David Stevenson and Anna Wilson – who each cover specific sectors.
“The TB Amati UK Smaller Companies fund aims to invest in high-quality companies growing their revenues and margins sustainably. The stockpicking is unconstrained, and the fund has a higher-than-average weighting to AIM-listed shares and micro caps.
“All three managers are passionate about what they do and I like their thoughtful and client-focused approach to both investing and the management of the business.”
Mattioli Woods bought its 49% stake in Amati in 2017 to enhance our fund management expertise. The investment house has had a stunning past 12 months, winning numerous awards including:
Best AIM IHT Portfolio Service (Tax-efficient and Estate Planning Specialist) at the Investment Week Tax Efficient Awards
Fund Manager Paul Jourdan being named the best UK Smaller Companies Fund Manager by fund research company FE
a Highly Commended Award from The Moneywise Fund Awards (for the second year running)
For more information, head to Investment Week’s website. You can read more about Amati, meanwhile, on their website.
