Fossil fuels are critical to feeding, clothing and transporting the world’s population of seven billion people – but demand is increasing just as our supply is increasingly in question. According to the US Energy Information Administration’s International Energy Outlook 2012, explosive development in China, India, Brazil and other emerging countries is predicted to grow energy demand by 91% by 2035. At the same time, the cost of finding and extracting the earth’s dwindling supply of fossil fuels is expected to escalate.
Our Global Energy Fund gives you an opportunity to potentially capitalize on these supply and demand trends, by investing in companies involved in traditional and new techniques for exploration, discovery, production and distribution of energy. Our Global Energy Fund invests in conventional energy resources, such as oil and natural gas, as well as alternative energy.
Global Energy Fund through 03/31/2014
|Calendar YTD||1 Year||3 Years||5 Years||10 Years||Since|
| Monthly through|
| Quarterly through|
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.
|TOP INDUSTRY SECTORS (as of 03/31/2014)|
|Oil Company - Exploration & Production||39.46%|
|Oil Company -Integrated||38.37%|
|Oil - Field Services||7.60%|
|Oil & Gas Drilling||3.71%|
|Oil Field Mach & Equip||3.34%|
|Oil Refining & Marketing||3.18%|
|Energy - Alternate Sources||2.86%|
|GEOGRAPHIC WEIGHT (as of 03/31/2014)|
“Progress is exciting— it’s an opportunity to meet new and complex challenges. And every Guinness Atkinson Fund presents an opportunity to invest in progress.“
As a Founder and the Chief Investment Officer of Guinness Atkinson Funds, Tim Guinness is a logic-based value investor with nearly 40 years of experience. He believes in hard work and discipline, subjecting stocks to a gauntlet of due diligence. His investment strategy, a draw not only for investors but…
“Global energy concerns are going to be absolutely central to political and social decisions that are made over the next decade.“
Will Riley has a mind for finance and a passion for global energy. With over twelve years in finance and eight years of valuation analysis, his goal is to find the most attractive investments across the global energy spectrum. While mainstream energy is clearly an issue of central importance today, Will…
Jonathan Waghorn is well known and regarded in the energy sector for his rigorous and disciplined investment process. With over 17 years of experience working in the energy investment sector, his investment process is one that has been sharply honed. With a master’s degree in physics, Jonathan is able to bring…