Capital Club Thematic investing: A Transition to Sustainable Energy, Innovation and Smart Transportation with Jim Atkinson
Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company's philosophy and in identifying the core themes of human progress and profound change. For Jim, there has never been a better time to be a human being, and this attitude shines through in everything he does.
Listen in!
Key Highlights:
[00:01 - 12:53] What is Thematic Investing is
- How thematic investing is a legitimate way to invest, despite early criticism
- Since 2000, Jim and his team have invested in Asia, focusing on China specifically
- How China has been a motor for growth, with their strong work ethic, high education levels, and client savings rate
[12:54 - 20:22] How Innovation Became a Mega Trend
- How there are certain people who are against innovation
- How innovation led Jim to launch the Global Innovators Fund
- Why valuation is very important
[20:23 - 41:10] Misconceptions People Have about Innovations
- How innovation can be below the waterline
- How companies use technology to give them a competitive edge
- Why the infrastructure will come as the demand comes forward
[41:11 - 42:45] Closing Segment
Key Quotes:
“The majority of people are gonna find to 10 cents a mile and getting their garage and freeing up all this parking space is gonna be a trade off worth having to not own their own car. Cause they can go wherever they want, whenever they want in an automated vehicle.” - Jim Atkinson
“The real argument for sustainable energy is not government or policy dependent. it's cost driven, it's economic stream.“ - Jim Atkinson
Connect with Jim:
Twitter: @SmartETFs
Websites: gafunds.com, smartetfs.com
Connect with me on LinkedIn!
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