Long-term Investing in Energy Equities

September 2011

In an interview with The Wall Street Transcript, Tim Guinness discusses the strategy at Guinness Atkinson Asset Management for investing in energy, and he invests in value with a longer investment horizon. He shares some of his top holdings and his sell discipline. He offers reasons why he likes energy equities regardless of a double-dip recession, slow-growth recovery and a potential increase in inflation. Mr. Guinness also shares insight on the macroeconomic factors which he believes create opportunities for energy investors.

 

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