Jim Atkinson

Guinness specializes in long-only equity funds and private equity investments. The firm is a value (or growth at reasonable value) investor that combines strategic sector selection with a fundamental screening process to identify stock opportunities. Active management, high conviction and identifying value are the central pillars of their philosophy and they are delivered in concentrated portfolios.

Guiness Atkinson-UK is an active manager which manages a range of no-load mutual funds focused on themes of global transformation for US investors. The firm evaluates quality (past and projected returns on investment), value (current market valuations compared with those derived from a discounted cash flow from existing and future investments), earnings trends (analyzed over the short-term to gauge changes in market attitude about a company's prospects) and price momentum (relative market performance over several quarters) to assess, sort, and select stocks for purchase or sale.

IAML offers a range of equity and emerging market fixed income strategies. Generally, their investment teams use standard methods of analysis. The firm may analyze potential investments internally but they will rely on third parties for the provision of data used by the proprietary screening models. IAML’s investment teams manage the Strategies. Each investment team has their own specific investment philosophy and applies their philosophy to the strategy they manage through a multi-step investment process. Each investment team has clear accountability for its strategy and reporting lines that encourage active participation and implementation of ideas. IAML’s investment teams are supported by a centralized infrastructure. IAML investments are directed by specific processes developed by each of their specialist investment teams. In addition to research analysts, each team has portfolio managers who have authority to manage client portfolios within pre-agreed risk parameters.

GAAM United States is a value investor that focuses on investments in global new economy Asian stocks and the energy sector, as well as renminbi yuan bonds. The firm's approach combines a forward-thinking worldview with traditional fundamental research. They manage a variety of no-load funds that are offered to US investors only.

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