397. Meet the fund finding the next wave of innovation (before the market)

About this episode

This episode discusses the broader opportunities in innovation across global markets with insights from the co-managers of the WS Amati Global Innovation fund.

Innovation is often associated with headline-grabbing tech giants, but this episode reveals a far broader opportunity set across global markets. Graeme Bencke and Mikhail Zverev, co-managers of the WS Amati Global Innovation fund, introduce the fund’s disciplined framework that categorises companies as pioneers, enablers and adopters of technological change, and explain how each play a distinct role in capturing innovation-driven growth. The managers also explain how they identify “innovation...

People in this episode

Guests: Graeme Bencke, Mikhail Zverev

Topics covered

• innovation
• investment strategies
• global markets
• technology
• growth companies

Keywords

• innovation
• investment
• technology
• global markets
• growth

Mentioned in this episode

Organizations: WS Amati Global Innovation fund

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