We believe that active investment management, when coupled with the discipline and intellectual integrity of our investment process, is the best way to achieve superior returns in the areas and themes we specialise in.
Guinness Asset Management is independent and purely focused on investment management. All of our global economic and industry research is performed in-house by our team of analysts and managers which allows us to take an independent view and not be led by the market. Our specialist nature also means we have the ability to act quickly and efficiently to any market movements.
At heart Guinness Asset Management is a value investor who combines strategic sector selection with a fundamental screening process to identify specific stock opportunities. None of the funds is benchmark-constrained which means we can select stocks without the influence of index weightings. Indeed, we believe investment managers should have a high conviction about every stock in their portfolio. All our funds therefore have a relatively high concentration. We have found this approach provides an excellent balance between the benefits of diversification without diluting investment returns.
Guinness Asset Management is 100% owned by its directors and employees which we believe helps to align our interests to those of our investors.
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Stewardship Policy |