WS Amati Global Innovation Fund on AutoStore Holdings Ltd.
Thesis
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 demand and a robust pipeline of opportunities. A strategic supply agreement with Amazon provides an additional growth catalyst. The fund sees a long runway for growth and retains a significant position.
“We see a long runway for growth ahead and retain a significant portfolio position in the stock.”
Key risks
- Higher interest rates can pressure growth-company valuations and delay investment projects