HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Guinness

Guinness Asian Equity Income Fund

Asia Mega-cap Income

Dec 2024 → Aug 2026

Our archive holds 11 letters from this strategy and positions in 31 companies. Every quote below is copied verbatim from the letter it came from.

11 letters in 3 years — follow all of Guinness for every strategy.

Also held

  • Nien Made Enterprise
  • Haier Smart Home
  • Korean Reinsurance Co
  • Broadcom
  • DBS Group Holdings
  • ICBC
  • NetEase
  • Taiwan Semiconductor
  • China Construction Bank
  • China Merchants Bank
  • BOC Hong Kong
  • Catcher Technology
  • Suofeiya Home Collection
  • Elite Material
  • Largan Precision
  • China Resources Gas
  • Tech Mahindra
  • Shenzhou International
  • Corporate Travel Management
  • Novatek Microelectronics
  • Taiwan Semiconductor Manufacturing Company
  • Qualcomm
  • China Medical System
  • Hon Hai Precision
  • Bank Rakyat
  • DBS Group

Every letter

2026

  • August 2026
  • July 2026
  • June 2026
  • March 2026

2025

  • December 2025
  • September 2025
  • June 2025
  • June 2025
  • June 2025
  • June 2025

2024

  • December 2024

Other Guinness strategies

  • Guinness Global Energy Fund12
  • Guinness Global Equity Income Fund12
  • Guinness Global Innovators Fund12
  • Guinness Sustainable Energy Fund12
  • Guinness Global Quality Mid Cap Fund10
  • Guinness Greater China Fund10
  • Guinness European Equity Income Fund8
  • Guinness Emerging Markets Equity Income Fund7
  • Guinness Global Money Managers Fund6
  • Guinness Global Real Assets Fund5
  • Guinness China A Share Fund4
  • Guinness Pan-European Equity Income Fund3
  • Guinness Multi-Asset Funds2
  • Guinness China RMB Income Fund1
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