Guinness Atkinson Global Innovators Fund

Guinness Atkinson Global Innovators Fund

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

: | Nasdaq: IWIRX | Nasdaq: GINNX

About IWIRX / GINNX: Business innovations may be found in any industry and in almost any region of the globe. Innovative companies in the developed world today are often driven by the same incentives: the rapid pace of technological change and fierce competition from emerging markets. The pressure is on for companies to innovate at a faster pace than ever.

When innovation is ingrained in corporate culture, a competitive edge is created, and market leadership can be maintained.

Now you can reap potential rewards by investing in companies that are creating value through original thinking. Our Global Innovators Fund invests in companies that are positioned for advances in technology, communication, globalism and innovative management. We invest in stocks from a diverse range of industries and a wide variety of developed countries, including the U.S.


Dr. Ian Mortimer, CFA, Fund Co-Manager
Massive, overwhelming quantities of data are a welcome sight to Dr. Ian Mortimer. With a background in physics and the skills he picked up while getting his doctorate—such as logical thinking, math, and data analysis—he is able to recognize patterns and meaning where others may see only chaos and noise. Ian uses these skills on a daily basis at Guinness Atkinson.

His passion for his investment areas (Energy, Innovation, Dividends) helps keep him in tune with what’s happening throughout the world in all areas impacting global progress. He pays strict attention to stock price fluctuations and their constant movement as he analyzes the market. Yet for as much as he looks at the numbers when researching a potential investment opportunity, he also relies on personal interactions, analyzing a company’s passion, commitment, and potential success through the attitudes and actions of their corporate management.

Trend not to be overlooked: Companies’ ability to consistently innovate, with technologies, distribution chains or process efficiencies.
Matthew Page, CFA, Fund Co-Manager
Matthew Page, CFA has found identifying quality companies at good market valuations to be critical elements in selecting the companies he invests in. Whether an investor is seeking growth or income, he aims to find companies that demonstrate potential for a bright future.

As Co-Manager of the Global Innovators Fund and Dividend Builder Fund, Matthew lives with one foot in the future. He is hyper-vigilant when it comes to identifying innovations that will potentially advance the human condition.

Matthew believes that new investment opportunities present themselves to the informed, diligent and observant researcher. He has always found that insight is a product of hard work.

Trend not to be overlooked: Global demographic shifts that are driving demand for income producing assets.

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