Active management
Running high-conviction portfolios with an equal-weight approach.
Guinness Global Investors
Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allows us to take an independent view and not be led by the market.
At heart, Guinness Global Investors is a value (or growth at reasonable value) investor. We combine strategic sector selection with a fundamental screening process to identify stock opportunities.
Positively different
Experienced management
Managing funds since 2003.
100% employee-owned
With a long-term, patient perspective by the Guinness family.
Our commitment is to deliver sustainable returns to our clients in a way that aligns with their values and furthers their mission.
Consumer staples: sector & stocks
The Consumer Staples sector features stocks we all know as users of their products – but in this insight, we examine the sector as investors, looking at its underlying industries, growth drivers and investment characteristics, and the opportunity for both growth and income from Consumer Staples stocks.
The ‘utility’ of looking elsewhere for dividends
Guinness European Equity Income portfolio manager Will James explains why income investors should look beyond this sector traditionally favoured for the high yields on offer.
Opportunities in semiconductors
The semiconductor industry is at an innovation frontier which stretches into a wide range of growth areas. In this paper, the Guinness Global Innovators team looks at the industry from an investment perspective, examining the market’s drivers and opportunities, and explaining how the strategy’s emphasis on growth, quality and valuation leads to an overweight in semiconductor stocks.
Responsible investment
We define responsible investment in line with the UN PRI definition: a strategy and practice to incorporate environmental, social and governance (ESG) factors in investment decisions and active ownership. We incorporate ESG factors into all our equity strategies and embrace the stewardship responsibilities which we assume as investment managers.
ESG incorporation
In managing our strategies, fundamental data and rigorous research have always been the cornerstones of our investment process. This has included considering the impact of environmental, social and governance factors, which has evolved over tie as more relevant data has become available. We believe that incorporation of ESG factors – for which we use both proprietary quantitative scoring on ESG factors and qualitative analysis when selecting investments – enables us to enhance rather than fundamentally alter our investment process.
What's new at Guinness
What investors should know about the current US Budget deficit
The bond market constrains the US government’s every move. Breaking free will require economic contraction, explains Edmund Harriss, CIO.
Guinness Global Equity Inc Fund
The Guinness Global Equity Income strategy is designed to provide income and capital growth by investing in companies that can pay sustainable, growing dividends.
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Guinness Global Innovators Fund
The Guinness Global Innovators strategy provides exposure to global growth equities through a portfolio of companies that we believe can create value through original thinking.
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Events
We offer a series of conferences for professional investors around the UK giving insights into major investment themes. Bringing a range of expertise, in 2024 our investment team will cover AI and global equities, key questions in the energy sector, Asia’s manufacturing miracle, and opportunities in venture capital.
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Webcasts
Our portfolio managers conduct quarterly webcasts where they discuss changes to the portfolios and portfolio positioning in the current market environment.
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