April 19, 2017

 

https://vimeo.com/217905329/baf68386ab

During the Global Innovators Fund 1st Quarter Webcast,  Portfolio Managers Dr. Ian Mortimer and Mr. Matthew Page discussed:  

  • In the first quarter of 2017, the Guinness Atkinson Global Innovators Fund, ticker GINNX, returned 9.32% relative to the MSCI World Index of 6.53%. See full Fund and benchmark figures in the Q1 2017 Fact Sheet.

  • Portfolio; selling our position in H&R Block and initiated a new position in Catcher Technologies.

  • During the quarter, the top 5 performers were Catcher, New Oriental Education, AAC Technologies, Samsung and Check Point Software.

  • The bottom 5 performers were WidsomTree, Qualcomm, Schlumberger, Gilead Science and Intel.

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

 

Click here for the prospectus.

Click here to view fund holdings.

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

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