Guinness Global Energy Fund

Actively managed global energy-equity strategy investing in listed companies involved in the exploration, production and distribution of oil, gas and other energy sources.10 published ideas

The Guinness Global Energy Fund is managed by Guinness Asset Management Limited and invests in listed energy companies across the global oil and gas value chain. The managers believe population growth, developing-world industrialisation and diminishing fossil-fuel supplies can support higher long-term energy prices and growing profits for energy companies.

www.guinnessgi.com

Ideas from Guinness Global Energy Fund

LongKMIAug 2026

Kinder Morgan Inc.

Kinder Morgan is one of the fund's four highlighted North American midstream holdings and trades under ticker KMI. ([Kinder Morgan][3]) The managers expect hydrocarbon demand in…

LongVLOAug 2026

Valero Energy Corporation

Valero is the fund's independent US refining exposure and trades under ticker VLO. ([SEC][1]) The managers highlight its substantial US Gulf Coast presence and note that it is…

LongENBAug 2026

Enbridge Inc.

Enbridge is one of four North American midstream holdings highlighted by the fund and trades under ticker ENB. ([Enbridge][2]) The managers expect hydrocarbon demand in the US…

LongWMBAug 2026

The Williams Companies Inc.

Williams is one of four North American pipeline companies held by the fund and trades under ticker WMB. ([Williams Investor Relations][4]) The managers expect hydrocarbon demand…

LongTRPAug 2026

TC Energy Corporation

TC Energy is one of four North American midstream holdings specifically discussed by the fund and trades under ticker TRP. ([TC Energy][5]) The managers expect hydrocarbon demand…

LongVLOAug 2026

Valero Energy Corporation

Valero is the fund's independent US refining exposure and trades under ticker VLO. ([SEC][1]) The managers highlight its substantial US Gulf Coast presence and note that it is…

LongENBAug 2026

Enbridge Inc.

Enbridge is one of four North American midstream holdings highlighted by the fund and trades under ticker ENB. ([Enbridge][2]) The managers expect hydrocarbon demand in the US…

LongKMIAug 2026

Kinder Morgan Inc.

Kinder Morgan is one of the fund's four highlighted North American midstream holdings and trades under ticker KMI. ([Kinder Morgan][3]) The managers expect hydrocarbon demand in…

LongWMBAug 2026

The Williams Companies Inc.

Williams is one of four North American pipeline companies held by the fund and trades under ticker WMB. ([Williams Investor Relations][4]) The managers expect hydrocarbon demand…

LongTRPAug 2026

TC Energy Corporation

TC Energy is one of four North American midstream holdings specifically discussed by the fund and trades under ticker TRP. ([TC Energy][5]) The managers expect hydrocarbon demand…

Letters covered

  • Guinness Global Energy Investment Commentary – September 2026August 31, 2026
  • Guinness Global Energy Investment Commentary – September 2026August 31, 2026

Source PDFs are not republished here; only extracted ideas and quotes.