About Us
Our Approach
We take a right brain/left brain approach to constructing investment portfolios. After we identify major themes that we believe can drive future economic growth, we apply rigorous analysis to take advantage of that visionary thinking by identifying the best companies in a particular theme.
Investment Process
SmartETFs are actively managed funds from Guinness Atkinson Asset Management. These are equal-weighted products that generally hold a set number of 30 to 35 positions, depending on the ETF. This means our ETFs contain only our best ideas in each investment theme.
UNIVERSE CONSTRUCTION
We start by identifying companies that meet our thematic constraints.
IN-DEPTH ANALYSIS
Our investment process is both art and science. We perform a deep-dive quantitative analysis of each potential holding’s financial metrics, with a big emphasis on consistent cash flow and profitability. We also do a qualitative analysis to help us understand companies from both bottom-up and top-down perspectives.
QUALITY
We prefer companies that consistently produce above-average return on capital, and have low debt levels and good balance sheets.
Our Team
SmartETFs are managed by Guinness Atkinson Asset Management. Guinness Atkinson was formed in 2002 and began managing the Guinness Atkinson Funds in 2003. The key executives of Guinness Atkinson previously worked together at predecessor companies and the oldest of our mutual funds was launched in 1994.
Our portfolio management team is located in London, England. Our US headquarters is in Pasadena, California.
Jim Atkinson
President; CEO, CCO, and Board Member of Guinness Atkinson Asset Management (manager of SmartETFs)
Tim Guinness
Chairman and Board Member of Guinness Atkinson Asset Management (manager of SmartETFs)
Edmund Harriss
Chief Investment Officer; Portfolio Manager; Board Member of Guinness Atkinson Asset Management (manager of SmartETFs)
