LongAUTOAug 2026
AutoStore Holdings Ltd.
AutoStore is described as a global leader in warehouse robotics and a dominant supplier of automated storage and retrieval systems. Its latest results indicated accelerating…
WS Amati Global Innovation Fund
Global equity strategy investing in companies creating value through innovative products, services and business models where the impact of innovation is not fully priced by the market.7 published ideas
WS Amati Global Innovation Fund is managed by Amati Global Investors Ltd and targets long-term capital growth from innovation-led companies globally. The portfolio is concentrated across technology, healthcare and industrial businesses and is managed with a long-term approach to structural growth opportunities.
Ideas from WS Amati Global Innovation Fund
LongRGENAug 2026
Repligen Corporation
Repligen supplies equipment used in biomanufacturing and reported strong results during the period. Re-shoring of drug manufacturing to the US is contributing to demand for its…
LongWGSAug 2026
GeneDx Holdings Corp.
GeneDx is a genomics diagnostics company focused on genetic disease. The fund viewed the company's disappointing May results as transitory rather than a change to the investment…
LongATSAug 2026
ATS Corporation
ATS is a leader in industrial automation systems serving industries including pharmaceuticals, nuclear energy, autos and consumer goods. Recent results were affected by adverse…
LongALGMAug 2026
Allegro MicroSystems, Inc.
Allegro sold off as investors became concerned that the AI capital-expenditure cycle was unsustainable. The fund believes the shares were sold indiscriminately rather than…
LongMKSIAug 2026
MKS Inc.
MKS was caught in the broader sell-off linked to concerns about the sustainability of AI capital expenditure. The fund believes that weakness was indiscriminate. Demand for the…
LongCINTAug 2026
CI&T Inc.
The fund established a new position in CI&T because it believes IT services will benefit from AI rather than be disrupted by it. Deploying AI applications in real enterprise…
Letters covered
- WS Amati Global Innovation Fund Factsheet August 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.