October 2017

The Guinness Atkinson Global Innovators Fund recently completed their 3rd Quarter Webcast with Portfolio Managers, Dr. Ian Mortimer and Mr. Matthew Page. 

Guinness Atkinson Global Innovators Webcast:Review of Q317 from Guinness Atkinson on Vimeo.

Click here for a PDF version of the webcast presentation slides. 

Click here for a transcript of the webcast. 

Key Highlights:

  • The Guinness Atkinson Global Innovators Fund has returned +26.82% YTD versus +16.53% for the MSCI World Index.
  • Our top five performing stocks in Q3 were AAC Technologies, Boeing, Applied Materials, New Oriental Education, and Nvidia. Our bottom five performing stocks were Catcher Technologies, Nike, Shire, Qualcomm, and Comcast.
  • Changes in the quarter consisted of buying Facebook and Continental while selling Gilead and Qualcomm.

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Fund holdings and sector allocations are subject to change and are not recommendations to buy or sell any security.