Guinness Asset Management LTD
Guinness Asset Management Ltd, trading as Guinness Global Investors, is an independent, 100% employee-owned British fund management company headquartered in London, UK. Founded in 2003, the firm offers investment management services focused on long-only global, regional, and thematic equity funds and some private equity. Catering to both institutional and individual investors, Guinness Asset Management specializes in actively managed, concentrated portfolios built on in-house research. As of 2021, the company manages billions in assets and employs a team recognized for its disciplined and collaborative investment approach.
Investment Strategy
Guinness Asset Management employs an active investment strategy centered around long-only, concentrated equity portfolios with high conviction. Their approach seeks quality companies across global markets, using fundamental analysis and strategic sector selection. The firm emphasizes a value or 'growth at reasonable value' philosophy, blending robust fundamental screening with responsible investment principles, including ESG integration. Portfolio construction is logical, repeatable, and focused on delivering long-term results, with all equity strategies responsive to environmental, social, and governance factors. Their funds cover global innovation, income, sustainable energy, and specialist thematic strategies.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 5.54% | $309.7M | 1,124,401 | $50.54 | $275.65 | +$123.1M |
C CSCO | CISCO SYS INC | 5.45% | $304.5M | 4,389,728 | $49.77 | $69.38 | +$70.8M |
C CME | CME GROUP INC | 5.05% | $282.0M | 1,023,131 | $185.15 | $275.62 | +$14.7M |
M MSFT | MICROSOFT CORP | 4.91% | $274.5M | 551,934 | $222.22 | $497.41 | +$69.0M |
B BLK | BLACKROCK INC | 4.90% | $273.6M | 260,729 | $1025.46 | $1049.25 | +$30.4M |