We look for the powerful themes shaping economies and industries — and the companies best positioned to benefit.
At Guinness Atkinson Funds, we believe successful investing starts with a forward-looking worldview. We look for the powerful themes shaping economies and industries — from innovation and the energy transition to the growth of Asia and global demographic shifts. With over three decades of experience working together as a team, we pair this global perspective with disciplined, fundamental analysis to uncover companies best positioned to benefit. Our approach is long-term and high-conviction.
Our funds are equal-weighted and generally hold 30–35 positions, so each contains only our highest-conviction ideas.
We start by identifying companies that meet our thematic constraints.
A deep quantitative dive into each company's financials — with a big emphasis on consistent cash flow and profitability — paired with qualitative, bottom-up and top-down analysis.
We prefer companies that consistently produce above-average return on capital, with low debt and strong balance sheets.
Guinness Atkinson was formed in 2002 and began managing the Funds in 2003. The team previously worked together at predecessor firms, and the oldest fund launched in 1994. Our portfolio-management team is based in London; our U.S. headquarters is in Pasadena, California.
