AMATI AIM VCT PLC ORD GBP0.05

Anna Macdonald has managed this fund for 7 years and 4 months.

Anna joined Amati in 2018. She began her career as an analyst and fund manager at Henderson Global Investors in London, where she co-managed the core enhanced UK equity product, the UK Equity Market Neutral hedge fund and researched the media sector. After some time living in Kenya, as head of research for Old Mutual Asset Management, she returned to the UK and worked at Threadneedle Investors in London before moving to Edinburgh. Anna joined Amati in 2018 from Adam & Company, where she led research for the PAM-award winning wealth manager and ran the successful AIM-listed portfolio service. Anna also has experience of managing substantial OEICs, private client and charity portfolios and has been a CFA Charterholder since 2003.

Manager Cumulative Performance v Peer Group

Paul Jourdan has managed this fund for 15 years and 1 month.

Dr Paul Jourdan is an award-winning fund manager, with a strong track record in small cap investment. He co-founded Amati Global Investors Limited (‘Amati’) following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK market and global equities. In 2000 Stewart Ivory was taken over by First State and Paul became manager of what is now the TB Amati UK Smaller Companies Fund. In early 2005 he launched what became Amati VCT plc and he also commenced the management of Amati VCT 2 plc following the award of the investment management contract to Amati in 2010. In May 2018 Amati VCT plc merged with Amati VCT 2 plc which was then renamed Amati AIM VCT plc. In September 2014 Amati launched the Amati AIM IHT Portfolio Service, which Paul co-manages with David Stevenson and Anna Macdonald. Prior to 1998 Paul worked as a professional violinist, including a four year period with the City of Birmingham Symphony Orchestra. He is CEO of Amati Global Investors Ltd and also a founding trustee of Clean Trade, a charity registered in England and Wales.

Manager Cumulative Performance v Peer Group

David Stevenson has managed this fund for 12 years and 10 months.

David joined Amati in 2012. In 2005, he was a co-founding partner of investment boutique Cartesian Capital, which managed a range of retail and institutional UK equity funds in long only and long/short strategies. Prior to that he was Assistant Director at SVM, where he also managed equity products including the small/midcap UK Opportunities Fund. David started his career at KPMG where he qualified as a Chartered Accountant. He latterly specialised in corporate finance, before moving into private equity with Dunedin Fund Managers. David has co-managed the TB Amati UK Smaller Companies Fund and the Amati AIM VCT since 2012, and the Amati AIM IHT Portfolio Service since 2014.

Manager Cumulative Performance v Peer Group

Scott McKenzie has managed this fund for 4 years and 2 months.

Scott joined Amati in April 2021 and has over 25 years' experience managing UK equity portfolios. His career began in Glasgow at Britannia IM in the early 90’s before moving to London with Aviva Investors in 1999. He returned to Scotland in 2005, joining Martin Currie where he remained until 2009. After a period running his own private businesses, he joined Saracen Fund Managers in 2014 where he launched the TB Saracen UK Income fund and also became manager of the TB Saracen UK Alpha fund. He left Saracen in March 2021 having led both funds to top quartile rankings in their sectors. Scott manages the TB Amati UK Smaller Companies Fund, Amati AIM VCT and the Amati AIM IHT Portfolio Service.

Manager Cumulative Performance v Peer Group