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Note: This video is for educational and informational purposes only and does not constitute investment advice in any way.
Thank you to everyone who joined the second session of the @BREAKINGWATERS Expert-in-Conversation series where we spoke to Mikhail Zverev, PM Amati Global Innovation Fund. Mikhail previously led the global equities functions of both Standard Life Investments and Aviva Investors and the Amati Global Innovation Fund is a culmination of his and his partner, Graeme Bencke's impressive careers. The running order is below, enjoy!
0:00 - 2:50 | Intro and Speaker Background
2:50 - 5:00 | How Does a Boutique Compare
5:00 - 7:50 | What do you Mean by Innovation?
7:50 - 9:05 | We Invest in Businesses, not Science Projects
9:05 - 18:00 | What Sectors do you Look at?
18:00 - 20:22 | Is photonics innovation?
20:22 - 25:18 | What's do you see as Next?
25:18 - 30:20 | Lifesciences not fully reflecting AI
I hope you enjoy the session, part 2 will be available on the 24th of March, 2026.
To hear about future sessions, please subscribe at www.breakingwaters.com
If you have any queries or comments, please do not hesitate to reach out.
Bryan
