Guinness Atkinson Global Energy Fund
GAGEX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 225 South Lake Avenue Pasadena CA United States of America 91101
- IPO Date
- Jun 30, 2004
- CIK
- 0000919160
- Website
- gafunds.com
- Similar Companies
- Business
- Guinness Atkinson Global Energy Fund (GAGEX) is a mutual fund that seeks total return by investing primarily in equity securities of companies around the world engaged in the energy industry, including traditional oil and gas producers, refiners, service providers, and renewable energy firms. The fund offers investors exposure to a diversified portfolio of energy sector equities selected through a blend of quantitative screening and fundamental analysis, with a focus on companies demonstrating strong financial health, growth potential, and alignment with global energy transition trends; it emphasizes mid- to large-cap stocks but may include smaller issuers. Geographically, the fund operates globally, with significant allocations to U.S., European, and emerging market energy companies, targeting institutional and retail investors seeking energy sector thematic exposure. Launched in 2005 and domiciled in King of Prussia, Pennsylvania, the fund is managed by Guinness Atkinson Asset Management, a specialist in sustainable and thematic investing with no notable parent company relationships. Recent developments include a strategic emphasis on energy transition investments amid the 2024-2025 global push for net-zero emissions, with portfolio adjustments to increase holdings in clean energy innovators and liquefied natural gas (LNG) infrastructure providers following heightened demand post-2024 geopolitical energy disruptions; no major funding rounds, acquisitions, or name changes reported in the last two years.