Global Energy Fund Receives 2014 Lipper Award
Woodland Hills, CA, March 21, 2014 – Guinness Atkinson Asset Management is pleased to announce that the Guinness Atkinson Global Energy Fund (GAGEX) has received a Lipper Fund Award for best 5-year, risk adjusted performance among 27 global natural resources funds for the period ending 11/30/2013. The fund, which is co-managed by Tim Guinness, Will Riley and Jonathan Waghorn, was best in its category for demonstrating consistently strong risk-adjusted returns compared with its peers. Lipper, a Thomson Reuters company, presented the award to Guinness Atkinson at a ceremony in New York on March 20, 2014.
“We are honored to have our team’s long-term and disciplined investment approach recognized with this prestigious award,” said Tim Guinness, founder and chief investment officer of Guinness Atkinson Asset Management and lead manager of the Global Energy Fund.
Mr. Guinness, a 25-year energy investing veteran, continued, “We believe this honor is the result of the strength and thoroughness of our analysis of energy trends, our rigorous and intelligent investment process, and our focus on value. Our portfolio is a concentrated reflection of our ‘best ideas,’ and we are pleased that our high-conviction approach has led to success for our investors.”
Guinness Atkinson Funds are based on several core investment themes that seek to capitalize on the rapid changes in the global landscape, with a particular focus on human progress and how it will reshape the global economy. Harnessing energy has been at the heart of the transforming growth in the global economy over the last two hundred years. The Global Energy Fund seeks long-term capital appreciation by investing in companies engaged in the production, exploration, discovery or distribution of oil, gas and other traditional energy sources, as well as alternative energy. The investment team’s proprietary research evaluates and ranks the more than 350 energy stocks in the fund’s principal investment universe to assess how those companies could benefit from the growing global demand for energy and whether their growth potential and valuations make them suitable for the fund’s focused portfolio.
The firm is recognized as a thought leader in the energy investing space, frequently conducting analysis and publishing research that informs their view of the sector. The most recent Global Energy outlook closely examines the oil and natural gas markets, and considers how factors such as supply and demand and inflation are impacting the sector.
In addition to the Global Energy Fund, Guinness Atkinson also offers an Alternative Energy Fund and a Global Innovators Fund that invests in companies benefiting from advances in technology, communication and globalization. The firm also manages several Asia-focused strategies and a dividend strategy that is based on thorough analysis that looks at more than just the highest dividend yield.
About Guinness Atkinson
Guinness Atkinson Funds are designed to help investors capitalize on the profound rate of innovation and change that characterize the 21st century, including long term global trends such as the traditional and alternative energy sources that fuel economic development, the development of emerging Asian markets, and the continually transforming corporate landscape. Optimistic about these global trends, Guinness Atkinson invests in human progress.
About Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. For more information, please contact [email protected] or visit excellence.thomsonreuters.com.
Past performance does not guarantee future results. Click Here for fund performance.
A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period.
Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Lipper Analytical Services, Inc. is an independent mutual fund research and rating service.
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