by Jake Moeller.
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.
|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.
Over the three years to October 31, 2019 the Guinness Global Innovators Fund sits within the first quartile of its Lipper peer group (Lipper Global Equities – funds registered for sale in UK only).
Figure 1. Guinness Global Innovators Fund Three Year % Growth (within quartiles of the Lipper Global Equities Classification) to October 31, 2019 (in Local Currency)
The three and five year Lipper Leaders scores are outlined in Figure 2. below. The fund exhibits a maximum five score for the Total Return metric for the three years to the end of October 2019.
Figure 2. Lipper Leaders scores for Guinness Global Innovators Fund (to October 31, 2019)
Ian joined Guinness Asset Management in December 2006 and manages a number of portfolios across the Guinness suite.
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.
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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.
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