Guinness

Guinness Global Quality Mid Cap Fund

Global Mid-cap Quality

Dec 2024 → Aug 2026

Our archive holds 11 letters from this strategy, behind 20 investment theses and positions in 42 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.

What it bought and sold

  • New positionTradeweb MarketsAug 2026
    We bought a new position in Tradeweb Markets and sold our position in Recordati.
  • ExitedRecordatiAug 2026
    We bought a new position in Tradeweb Markets and sold our position in Recordati.
  • New positionNasdaqJul 2026
    We made three changes to the Fund’s holdings during the first quarter, selling our positions in Sonova, Checkpoint and DiaSorin, whilst initiating positions in Adyen, Nasdaq and BESI.
  • ExitedSonovaJul 2026
    We made three changes to the Fund’s holdings during the first quarter, selling our positions in Sonova, Checkpoint and DiaSorin, whilst initiating positions in Adyen, Nasdaq and BESI.
  • ExitedDiaSorinJul 2026
    We made three changes to the Fund’s holdings during the first quarter, selling our positions in Sonova, Checkpoint and DiaSorin, whilst initiating positions in Adyen, Nasdaq and BESI.
  • New positionAdyenJul 2026
    We made three changes to the Fund’s holdings during the first quarter, selling our positions in Sonova, Checkpoint and DiaSorin, whilst initiating positions in Adyen, Nasdaq and BESI.
  • ExitedCheckpointJul 2026
    We made three changes to the Fund’s holdings during the first quarter, selling our positions in Sonova, Checkpoint and DiaSorin, whilst initiating positions in Adyen, Nasdaq and BESI.

Also held

Its investment theses

Every letter