# 397. Meet the fund finding the next wave of innovation (before the market) Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market.md Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585) Published: 2026-05-20T23:00:00+00:00 Episode link: https://www.buzzsprout.com/1890790/episodes/19195521-397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market.mp3 Audio file: https://www.buzzsprout.com/1890790/episodes/19195521-397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market Duration seconds: 1674 ## Resource 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... ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/397-meet-the-fund-finding-the-next-wave-of-innovation-before-the-market.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.