Nov 21, 2019
In this #FundManagerChat podcast, Dr. Ian Mortimer and Matthew Page, co-manager of the Guinness Global Innovators Fund outlines how changing trends in corporate innovation are driving opportunities in the equities market.
They examine the types of firms and industries which are driving intellectual change and how these themes manifest into consistent earnings as well as growth opportunities. They outline the current positioning of their portfolio, explain how they restrict their investment universe and the also provide a general outlook for the market.
They also provide an overview of how ESG criteria fit into their investment process.
| Run Time | Topic |
| 00:20 | Outline the objective and philosophy of the Guinness Global Innovators Fund |
| 01:50 | What is the difference between "innovators" and "disruptors"? |
| 03:50 | Is there too much of a bias to technology in this portfolio? |
| 05:40 | How do you distill a global mandate down to 30 stocks? |
| 07:50 | Is the portfolio susceptible to cyclical pressures? |
| 09:10 | How is the portfolio positioned? Where are you finding value? |
| 12:50 | What has worked well year-to-date? What hasn't worked so well? |
| 14:45 | How do you incorporate ESG criteria into your process? |
| 17:15 | How should the portfolio perform in different types of markets? |
| 18:20 | What is you general outlook for global equities? What is exciting you? |
Dr. Ian Mortimer and Matthew Page are chatting with Jake Moeller, Head of
Lipper UK and Ireland Research at Refinitiv, in London on November
18, 2019.
Ian joined Guinness Asset Management in December 2006. He completed a Doctor of Philosophy in Experimental Physics at the Clarendon Laboratory, University of Oxford in 2006, after graduating from University College London in 2003 with a First Class Honours Master of Science degree in Physics.
Ian has completed the IMC and is a CFA charterholder.
Matthew joined Guinness Asset Management in September 2005. Previously, he joined Goldman Sachs on the Graduate scheme working in Foreign Exchange and then Fixed Income. Matthew graduated from Oxford University in 2004 with a Master’s degree in Physics.
Matthew has completed the IMC and is a CFA charterholder.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
This material is provided for as market commentary and for
educational purposes only and does not constitute investment
research or advice. Refinitiv cannot be held responsible for any
direct or incidental loss resulting from applying any of the
information provided in this publication or from any other source
mentioned. Please consult with a qualified professional for
financial advice. The author does not own shares in this
investment.