Ian Mortimer
Portfolio Manager, Global Team
Technology has historically represented less than half of the portfolio, with opportunities also identified across industrials, financials and consumer businesses. During the conversation, Ian explores how innovative companies can be found throughout the global economy—even in areas investors may not immediately associate with innovation.
The discussion covers:
- Why innovation is not limited to technology companies
- How the Fund identifies innovative businesses across different sectors
- The importance of valuation discipline when selecting stocks
- Why pursuing the market’s most exciting story can sometimes be the wrong trade
- What 50 years of tenfold stock returns reveal about successful companies
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This article is shared for information purposes only and reflects the views of Guinness Global Investors.
It does not constitute investment advice or a recommendation to buy, sell or hold any investment. Please refer to the relevant Prospectus, Supplement and KID/KIID before making any investment decisions.
Past performance does not predict future returns.
