Guiness Asset Management sees opportunities within energy transition

Firm has built a portfolio of companies with good growth prospects on the supply and demand sides of the energy transition

Guiness Asset Management was founded in 2003. Since then it has developed two sustainable products as part of its move to give investors exposure to the energy transition. Transition Economist  talks to Jonathan Waghorn, portfolio manager and energy specialist at the firm, to assess the advantages and issues associated with being an early mover in the space. Tell us about the products that Guiness offers in the sustainable energy investing space? Waghorn: In 2018 we started to develop the sustainable energy fund. We are trying to provide investors with exposure to a universe of names associated with the energy transition, both on the supply side of the equation—so renewable power and the equ