Guinness
Guinness Global Money Managers Fund
Global
Dec 2024 → Jul 2026
Our archive holds 6 letters from this strategy, behind 1 investment thesis and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 3 years — follow all of Guinness for every strategy.
What it bought and sold
The Fund’s holding in Janus Henderson (+9%) was realised in June following completion of the company’s acquisition by a consortium led by Trian Fund Management and General Catalyst.