Name: Historical Returns & Holding Periods
Uploaded: 2021-10-28T11:36:02.909994+00:00
Duration: 3542 s
Channel: Vox Markets
Description: Paul Jourdan of Amati discusses his experience in maximising returns against length of holding period

Paul Jourdan of Amati discusses his experience in maximising returns against length of holding period

Paul Jourdan of Amati discusses his experience in maximising returns against length of holding period

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/001/852/001852/video_a9K9KfM.mp4#t=2913

Vox Markets

Historical Returns & Holding Periods

Healthcare

MaxCyte

Renalytix AI

Sensyne Health

Synairgen, a true multi-bagger

Argentex and Equals Group

HeIQ

Air Partner

Amati's new Strategic Metals Fund

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)

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 &amp; bond yields and why we are entering a ‘golden age’ for healthcare.1. Outlook for equity markets, inflation, interest rates &amp; 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 &amp; Equals (28:53) 8. HeiQ (30:23) 9. Air Partner (34:33) 10. Cake Box (38:38) 11. Gear4Music &amp; Strix (39:38) 12. CLS Holdings (43:18) 13. Historical returns &amp; holding periods (48:33) 14. Market risks &amp; the importance of understanding them (51:23) 15. Amati’s new Strategic Metals fund (57:18)

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/001/852/001852/video_a9K9KfM.mp4

Paul Jourdan discusses healthcare and healthcare stocks, an area where he and Amati have had considerable success over the years.

Paul Jourdan discusses MaxCyte, a very successful stock for Amati

Paul Jourdan of Amati discusses his largest position, Renalytix AI

Paul Jourdan of Amati discusses Sensyne Health plc

Paul Jourdan of Amati discusses the investment in Synairgen, a stock that was up by more than 500% in the Covid-crisis

Paul Jourdan of Amati discusses two FX services providers, Argentex and Equals Group

Paul Jourdan of Amati discusses recent IPO HeIQ

Paul Jourdan of Amati discusses Air Partner, which had a great start to the pandemic

Paul Jourdan of Amati discusses the commodity supercycle and why now is the right time to be launching and investing in a metals fund as the economy rebounds