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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Guinness Global Innovators underperformed in Q1 2026 due to geopolitical tensions and AI-driven software sector weakness. Strong semiconductor equipment performance from Applied Materials, Lam Research, and KLA offset headwinds from zero Energy exposure and software holdings pressure."
Guinness Global Innovators underperformed in Q1 2026 due to geopolitical tensions and AI-driven software sector weakness. Strong semiconductor equipment performance from Applied Materials, Lam Research, and KLA offset headwinds from zero Energy exposure and software holdings pressure. Fund maintains conviction in quality growth approach despite near-term macro volatility and AI disruption concerns.
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