A Conversation with Dr. Ian Mortimer, co-Portfolio Manager of Guinness Global Equity Income Portfolio

Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness’ investment philosophy, process, and strategy, highlighting the team’s focus on identifying companies that have consistently grown dividends over the past 10 years. Ian explains that not all dividend-growing businesses are alike, sharing the specific criteria his team uses to select high-quality companies. Ian also describes their bottom-up analytical approach, balanced by macroeconomic awareness, within a focused portfolio of 35 companies. In addition, Ian reveals why 35 equally weighted holdings is a distinctive feature of the portfolio’s design.