EXCELSIOR CAPITAL PRESENTS

Thematic investing: A Transition to Sustainable Energy, Innovation and Smart Transportation

Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company’s philosophy and in identifying the core themes of human progress and profound change.
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Podcast: Thematic investing – A Transition to Sustainable Energy, Innovation and Smart Transportation

Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company’s philosophy and in identifying the core themes of human progress and profound change. For Jim, there has never been a better time to be a human being, and this attitude shines through in everything he does.

Key Highlights

[00:01 – 12:53] What is Thematic Investing is

  • How thematic investing is a legitimate way to invest, despite early criticismSince 2000, Jim and his team have invested in Asia, focusing on China specifically
  • How China has been a motor for growth, with their strong work ethic, high education levels, and client savings rate

[12:54 – 20:22] How Innovation Became a Mega Trend

  • How there are certain people who are against innovationHow innovation led Jim to launch the Global Innovators Fund
  • Why valuation is very important

 [20:23 – 41:10] Misconceptions People Have about Innovations

  • How innovation can be below the waterline
  • How companies use technology to give them a competitive edge
  • Why the infrastructure will come as the demand comes forward

[41:11 – 42:45] Closing Segment

 

Additional Links:

Twitter: @SmartETFs

Websites: gafunds.com, smartetfs.com 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

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