Sector Expert: Ian Mortimer
Ian Mortimer joined Guinness Atkinson Asset Management in December 2006. He is co-manager of the Guinness Atkinson Global Energy Fund. Prior to joining Guinness Atkinson, Ian completed a Doctor of Philosophy in experimental physics at Christ Church, University of Oxford, and graduated in 2006. He graduated from University College London, University of London, with a first class honors master's degree in physics in 2003. He holds an Investment Management Certificate and is a CFA charterholder.
What will it take for alternative energy to deliver the returns investors have dreamed of? Continued global economic recovery, unsubsidized demand and prices that give customers a green incentive without added costs. Some stocks—notably in Europe and Asia—are already benefiting from favorable conditions, but the stars have yet to align on a broader scale. Portfolio Managers Edward Guinness and Ian Mortimer of London-based Guinness Atkinson Funds tell The Energy Report why they're maintaining holdings in quality solar, wind and lithium stocks and when they expect a bounce.
"WZR is a pure play on Kurdistan production growth."
The Energy Report Interview with Ian Mortimer