Long3008.TWAug 2026
Largan Precision
Largan Precision is benefiting from an improving smartphone camera cycle, supported by stronger premium handset demand and increasing camera specification content. The company…
Guinness Asian Equity Income Fund
Asia Pacific equity income strategy investing in profitable, high-quality dividend-paying companies with durable returns on capital and sustainable dividends.$307M AUM4 published ideas
Guinness Asian Equity Income Fund is an Irish UCITS equity fund managed by Guinness Asset Management Ltd. It invests primarily in dividend-paying Asia-Pacific companies that generate returns on invested capital above their cost of capital. The strategy combines quality, valuation discipline and dividend growth in a concentrated portfolio of approximately 36 stocks.
Ideas from Guinness Asian Equity Income Fund
Long2383.TWAug 2026
Elite Material
Elite Material is positioned to benefit from continued demand for high-end copper-clad laminates used in AI servers and networking equipment. Increasing adoption of…
Long2474.TWAug 2026
Catcher Technology
Catcher Technology maintains a substantial net cash position, providing financial flexibility as the company evolves beyond its traditional consumer electronics business…
LongAFLAug 2026
Aflac
Aflac's second-quarter earnings were pressured, but the fund views the share-price weakness as more reflective of a reassessment of earnings growth than deterioration in…
Letters covered
- Guinness Asian Equity Income Investment Commentary September 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.