Q&A with Amati Global Investors co-founder and fund manager, Dr Paul Jourdan
Amati Global Investors co-founder and fund manager, Dr Paul Jourdan, discusses the secrets of his small/midcap fund’s success. He covers his outlook for equity markets, inflation, interest rates & bond yields and why we are entering a ‘golden age’ for healthcare.
1. Outlook for equity markets, inflation, interest rates & bond yields
2. Why we’re entering a ‘golden age’ for healthcare (09:33)
3. Maxcyte (12:48)
4. Renalytix AI (14:33)
5. Sensyne Health (15:43)
6. Synairgen (18:23)
7. Argentex & Equals (28:53)
8. HeiQ (30:23)
9. Air Partner (34:33)
10. Cake Box (38:38)
11. Gear4Music & Strix (39:38)
12. CLS Holdings (43:18)
13. Historical returns & holding periods (48:33)
14. Market risks & the importance of understanding them (51:23)
15. Amati’s new Strategic Metals fund (57:18)
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.