Guinness Atkinson Asset Management Inc.
Guinness Atkinson Asset Management Inc is an independent SEC-registered investment adviser headquartered in Pasadena, California, United States. The firm was founded in 2002 by Tim Guinness and Jim Atkinson as a spin-out leveraging expertise from both London and US operations of Guinness Flight. With a small team of fewer than 25 employees, the firm manages a range of innovative equity mutual funds and ETFs for individual and institutional investors, focusing on themes such as energy, innovation, and emerging Asian markets.
Investment Strategy
Guinness Atkinson Asset Management focuses on innovative, active, and value-oriented equity strategies. Its investment philosophy centers on capitalizing on global trends, sustainable energy, and transformative innovation. The firm manages long-only equity funds, combining bottom-up research with a focus on consistent quality, superior return on capital, and resilient companies that can thrive through economic cycles. Their funds often emphasize high return on equity, dividend growth, and exposure to secular global changes in sectors like energy, technology, and emerging markets.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.13% | $9.8M | 43,166 | $116.55 | $226.49 | +$2.2M |
A APH | AMPHENOL CORP NEW | 4.93% | $9.4M | 95,178 | $37.47 | $98.75 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 4.40% | $8.4M | 53,150 | $2.91 | $157.99 | +$1.9M |
N NFLX | NETFLIX INC | 4.37% | $8.3M | 6,224 | $709.27 | $1339.13 | +$1.3M |
M MSFT | MICROSOFT CORP | 4.27% | $8.1M | 16,357 | $152.08 | $497.41 | +$1.6M |