LongMPEAug 2026
M.P. Evans Group PLC
M.P. Evans is a sustainable palm-oil producer that the fund says continues to grow strongly. The company is benefiting from supportive underlying pricing. Its shares recovered…
Amati AIM IHT Portfolio Service
Discretionary portfolio of AIM-listed companies selected with the aim of qualifying for Business Property Relief while investing predominantly in profitable UK smaller companies.3 published ideas
The Amati AIM IHT Portfolio Service is managed by Amati Global Investors Ltd and uses a model portfolio of AIM-quoted companies for discretionary client portfolios. Holdings are selected with the intention of meeting Business Property Relief requirements while providing exposure to smaller listed UK businesses.
Ideas from Amati AIM IHT Portfolio Service
LongRNWHAug 2026
Renew Holdings PLC
Renew provides engineering support services in the UK. The company is a key supplier to rail, water and highways infrastructure. The fund sees structural demand because all three…
LongSPRAug 2026
Springfield Properties PLC
Springfield Properties is a housebuilder focused on Scotland. Its shares recovered during August as the market began to recognise the scale of housing demand in its core…
Letters covered
- Amati AIM IHT Portfolio Service Factsheet August 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.