Improving Energy Sector Sentiment

August 2016

The Guinness Atkinson Energy team shared how sentiment has improved in the energy sector so far in 2016. The Portfolio Managers discussed –

  • How far oil prices have risen since the trough on January 16, 2016
  • How the fundamentals support the improved sector sentiment
  • The energy outlook for the remainder of 2016
  • Summary of the recent quarter’s market and fund performance

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 the Alternative Energy Fund as of 6/30/16 are 1. Good Energy Group PLC 4.53% 2. Inbre SpA 4.01% 3. Johnson Controls Inc 3.91% 4. Huaneng Renewables Corp Ltd – H Shares 3.67% 5. CEMIG SA ADR 3.65% 6. SunPower Corp 3.55% 7. Enphase Energy Inc 3.43% 8. Boralex Inc – A Shares 3.42% 9. JA Solar Holdings Co Ltd – ADR 3.41% 10. Xinyi Solar Holdings Ltd 3.39% 

 

 

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