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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