LongENBOct 2026
Enbridge Inc.
Guinness holds Enbridge as its midstream energy-infrastructure exposure. Enbridge's USD2.55 billion purchase of Tallgrass Energy's crude business adds pipeline and storage assets…
Guinness Global Real Assets Fund
Active global listed real-assets and infrastructure equities investing for long-term capital appreciation and income, focused on persistent returns on capital.$12M AUM8 published ideas
Guinness Global Real Assets Fund is managed by Guinness Asset Management Ltd and invests in listed companies involved in financing, developing, constructing and operating infrastructure and real estate assets. The strategy combines a top-down sector overlay with bottom-up stock selection and focuses on quality businesses with persistent returns on capital, conservative balance sheets and stable dividends. The portfolio is concentrated at around 35 broadly equally weighted holdings.
Ideas from Guinness Global Real Assets Fund
LongAMTOct 2026
American Tower Corporation
Guinness holds American Tower Corporation and argues that fears of satellite disruption to mobile towers may be overstated. Management teams in the sector see satellite services…
LongSBACOct 2026
SBA Communications Corporation
Guinness holds SBA Communications Corporation and argues that fears of satellite disruption to mobile towers may be overstated. Management teams in the sector see satellite…
Long3INOct 2026
3i Infrastructure plc
3i Infrastructure acquired a 90% interest in Norway's Lefdal Mine Datacenter campus for EUR263 million. Guinness highlights that the acquisition creates a platform in the growing…
LongCTPNVOct 2026
CTP NV
CTP is an existing fund holding and a leading listed industrial and logistics property developer in Europe. Guinness notes that its new approximately 16,700-square-metre German…
LongDLROct 2026
Digital Realty Trust Inc.
Digital Realty is a global data-centre operator held by Guinness. It announced entry into Turkey through a partnership to develop an Ankara data-centre campus with more than 22MW…
LongEQIXOct 2026
Equinix Inc.
Equinix is a Guinness holding in data-centre infrastructure. The company joined CPP Investments and Partners Group in completing the USD4 billion acquisition of Nordic…
LongDGOct 2026
VINCI SA
Guinness owns Vinci for its concessions and construction exposure. The manager highlights a new electricity-network maintenance and repair contract through VINCI Energies in…
Letters covered
- Investment Commentary – October 2026October 28, 2026
Source PDFs are not republished here; only extracted ideas and quotes.