LongTRPSep 2026
TC Energy Corporation
TC Energy is one of the fund's four North American midstream holdings. Guinness expects hydrocarbon demand in the US and Canada to grow over the next five years, with natural gas…
Guinness Global Energy Fund / Guinness Asset Management Limited
Long-only global energy equity strategy investing in companies involved in the exploration, production and distribution of oil, gas and other energy sources.$265M AUM5 published ideas
Guinness Global Energy Fund is an actively managed global energy equity portfolio run by Guinness Asset Management Limited. The strategy is built around the view that long-term energy demand, constrained fossil-fuel supply and disciplined industry investment can support higher energy prices and growing profits for energy companies.
Ideas from Guinness Global Energy Fund / Guinness Asset Management Limited
LongENBSep 2026
Enbridge Inc.
Enbridge is one of the fund's four North American midstream holdings. Guinness expects hydrocarbon demand in the US and Canada to grow over the next five years, with natural gas…
LongKMISep 2026
Kinder Morgan Inc.
Kinder Morgan is one of the fund's four North American midstream holdings. Guinness expects hydrocarbon demand in the US and Canada to grow over the next five years, with natural…
LongWMBSep 2026
The Williams Companies Inc.
Williams is one of the fund's four North American midstream holdings. Guinness expects hydrocarbon demand in the US and Canada to grow over the next five years, with natural gas…
LongVLOSep 2026
Valero Energy Corporation
Valero is the fund's independent refining exposure in the United States and is the largest US refiner. The company has a significant presence on the US Gulf Coast and is…
Letters covered
- Guinness Global Energy Investment Commentary - June 2026September 8, 2026
Source PDFs are not republished here; only extracted ideas and quotes.