Guinness
Guinness Global Real Assets Fund
Global Large-cap Real Estate
Dec 2025 → Aug 2026
Our archive holds 5 letters from this strategy, behind 4 investment theses and positions in 27 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Guinness for every strategy.
What it bought and sold
During the second quarter, we sold one position (Engie) and replaced it with a new position, Public Service Enterprise Group.
During the second quarter, we sold one position (Engie) and replaced it with a new position, Public Service Enterprise Group.
Also held
Its investment theses
- Welltower Inc.Aug 2026Welltower benefits from rising senior-housing occupancy, constrained supply, and an operating model that captures pricing and occupancy upside directly.
- Ventas, Inc.Aug 2026Ventas benefits from the same senior-housing tailwinds as Welltower, with strong NOI growth, attractive acquisitions, and operating leverage from ownership.
- Duke EnergyJul 2026Duke Energy is using site readiness and grid investment programs to attract large industrial customers and strengthen its utility franchise.