Guinness Atkinson Global Energy Fund

Guinness Atkinson Global Energy Fund

Sector: Management Investment Offices Open-end Region: CA, United States

: | Nasdaq: GAGEX

About GAGEX: Fossil fuels are critical to feeding, clothing and transporting the world’s population of seven billion people – but demand is increasing just as our supply is increasingly in question. According to the US Energy Information Administration’s International Energy Outlook 2012, explosive development in China, India, Brazil and other emerging countries is predicted to grow energy demand by 91% by 2035. At the same time, the cost of finding and extracting the earth’s dwindling supply of fossil fuels is expected to escalate.

Our Global Energy Fund gives you an opportunity to potentially capitalize on these supply and demand trends, by investing in companies involved in traditional and new techniques for exploration, discovery, production and distribution of energy. Our Global Energy Fund invests in conventional energy resources, such as oil and natural gas, as well as alternative energy.


Tim Guinness, Chief Investment Officer and Fund Manager
As a Founder and the Chief Investment Officer of Guinness Atkinson Funds, Tim Guinness is a logic-based value investor with nearly 40 years of experience. He believes in hard work and discipline, subjecting stocks to a gauntlet of due diligence. His investment strategy, a draw not only for investors but also for those joining his team, involves a combination of crunching the numbers into a fine powder, constantly reviewing sectors and sub-sectors for profitability and growth potential, and staying sharply focused on the themes of global transformation and profound change.

Tim’s investment strategy also involves riding his bicycle to work in the morning – demonstrating a passion for life that equals his love for numbers. In fact, he founded the company on the basic principal that investment opportunities could be enhanced by focusing on specific global themes that are changing our lives today and will continue to do so long into the future. Tim and co-founder Jim Atkinson have an ongoing contest to see who can generate the most enthusiasm. Soon they will have to take out warehouse space to store it all.

Trend not to be overlooked: Energy demand growth in the developing world, which will likely be met by both traditional sources, like oil and gas, and renewable sources, like wind and solar.
Will Riley, Fund Co-Lead Manager
Will Riley has a mind for finance and a passion for global energy. With over twelve years in finance and eight years of valuation analysis, his goal is to find the most attractive investments across the global energy spectrum.

While mainstream energy is clearly an issue of central importance today, Will believes that interest in the sector will increase markedly as the combination of growing demand and dwindling supply signals a continued rise in energy prices. His simple enjoyment of analysis and his enthusiasm for the market continually drive him to find lucrative opportunities. And while he can spend hours pouring over spreadsheets and analyzing data, he also thrives on the spirited debates of the Guinness Atkinson team—a cornerstone of our investment process.

Trend not to be overlooked: The breadth of growth in oil demand across the developing world, not just from China.
Jonathan Waghorn, Fund Co-Manager
Jonathan Waghorn is well known and regarded in the energy sector for his rigorous and disciplined investment process. With over 17 years of experience working in the energy investment sector, his investment process is one that has been sharply honed.

With a master’s degree in physics, Jonathan is able to bring a highly analytical and tactical approach to observing the always evolving energy market. As an accomplished energy equity researcher and portfolio manager, he thrives on analyzing data trends in order to find exciting investment opportunities. His unrivaled passion for energy and its importance in the ongoing evolution of the world’s population makes him a valuable member of the Guinness Atkinson team.

Trend not to be overlooked: the inability of the world’s producing countries to deliver sufficient oil and gas volumes to satisfy the long term demand outlook

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