Identifying Quality Companies for Investment

August 2016

Guinness Atkinson presents its Q2 2016 webcast covering its Global Innovators strategy. Our Portfolio Managers provided an overview of the strategy, discussed the most recent quarter’s performance and shared their outlook for 2016. 

  • How the strategies compare to the broader market indices
  • Quantitative and quantitative factors that drive value in the portfolios
  • Q & A

https://vimeo.com/176529949/69b8023eca

For Registered Investment Professional Use Only – Not For Use With Retail Audiences

The views expressed are those of the portfolio managers as of the date specified, are subject to change and may differ from other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. All data referenced are from sources believed to be reliable but cannot be guaranteed. Securities referenced should not be construed as a solicitation or recommendation or used as the sole basis for any investment decision. 

Top 10 holdings for Global Innovators Fund, as of 6/30/16, are 1. NVIDIA Cor 5.08% 2. Applied Materials Inc 4.48% 3. Samsung Electronics Co Ltd 4.34% 4. Danaher Corp 5. Cisco Systems Inc 3.84% 6. Oracle Corp 7. Taiwan Semiconductor Manufacturing Co Ltd – ADR 3.69% 8. Comcast Corp – A Shares 3.64% 9. Schneider Electric SE 3.52% 10. Boeing Co/The 3.50%

 

 

 

 

 

Media Inquiries

Contact Victoria Odinotska
1.703.534.3735

Two Guinness Atkinson Funds have converted to ETFs: the Asia Pacific Dividend Builder Fund and the Dividend Builder Fund. Click here for more information on the conversions. Click here

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