Q&A with Amati Global Investors co-founder and fund manager, Dr Paul Jourdan

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Published Mar 2, 2021

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)

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Q&A with Amati Global Investors co-founder and fund manager, Dr Paul Jourdan

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