Global Innovators Fund Archive Archive
Guinness Global Innovators Fund Archive Reports
Guinness Global Innovators – Opportunities in Innovation
In their recently published paper, co-managers of the Guinness Global Innovators Fund Dr Ian Mortimer and Matthew Page examine the nine core innovation themes – along with their respective constituent sub-themes – that they believe present the most exciting long-term investment opportunities.
Matthew Page and Ian Mortimer take look at the IT sector over 2018
Some thoughts on equally-weighted portfolios
Matthew Page explores the reasons behind running a concentrated, equally-weighted portfolio.
Implications of the US election result Ian Mortimer and Matthew Page discuss the consequence of the US election results.
2015 performance & portfolio review Ian Mortimer & Matthew Page discuss how the portfolio performed in 2015
Ian Mortimer explains the importance of innovation in the success of companies and explores some examples.
To meet or not to meet
Matthew Page discusses the merits of meeting company management
‘My top stock has made 91 times what I first invested’
Matthew Page – co-manager of the Guinness Global Innovators Fund – reveals the highs and lows of running a tech fund, and why you don’t need hope to invest in Google.
A top-performing fund manager explains why innovation alone is not enough
Innovation isn’t just about investing in speculative companies without earnings, explains Matthew Page, co-manager of the top quartile Guinness Global Innovators Fund.
Guinness Global Innovators Fund: With a 139% return over five years, the fund looks to the future to back winning companies
Jeff Prestridge takes a look at Guinness Global Innovators for This is Money – the Fund that has delivered a 139% total return over 5 years by investing in winning companies set to benefit from nine core innovation themes.
Best in Class: Guinness Global Innovators
Darius McDermott takes a look at the Guinness Global Innovators Fund for FT Adviser, and explains why the fund’s investment philosophy, process, and performance warrant the Best in Class designation – especially at a time when the secular trends that underpin its universe are accelerating faster than ever.
Investing in global innovators
Dr Ian Mortimer and Matthew Page – co-managers of Guinness Global Innovators – recently sat down with FundCalibre to discuss their newly Elite Rated Fund. They walked James Yardley through the nine core innovation themes of the Fund, gave examples of the types of companies they look to include in the portfolio, and explained how the team goes about identifying long-term, sustainable innovation themes, whilst avoiding the fads.
Exclusive Podcast: Ian Mortimer and Matthew Page of Guinness AM on Global Innovators
Ian Mortimer and Matthew Page, co-managers of the Guinness Global Innovators Fund, discuss their definition of ‘innovators’, where they can be found, the investments providing ongoing value, and the future opportunities they are seeking out.
Just four global equity funds seem to have been consistently driven by outstanding skill
The highly competitive IA Global sector appears to be a very challenging area for active funds to operate in.
The best and worst global funds for risk-adjusted returns over 10yrs
FE Trustnet breaks down the best and worst global funds for risk-adjusted returns over the past decade using the Sharpe ratio measure.
The New York Times: Focusing on a Manager’s Best Stock Ideas May Not Be a Good Idea
Conrad de Aenlle look at the benefits of using a concentrated portfolio
Fund update from Mutual Fund Observer: Guinness Global Innovators
Mutual Fund Observer’s David Snowball gives his verdict on the Guinness Global Innovators strategy
US fund drums up interest over here
Jeff Prestridge of the Financial Mail on Sunday profiles a new fund from Guinness that builds on the success of an identical fund in the US.>
Fund launch: Global Innovators
Guinness launches its top-performing global growth strategy in a fund for UK and European investors
“Best performing global fund in the US” made available to UK investors
Trustnet editor Joshua Ausden highlights the very strong numbers behind Guinness’s new global equity fund.