About this episode

Tim Guinness discusses his views on beating the market and shares insights from his extensive experience in fund management.

Tim Guinness is the founder and Chairman of Guinness Global Investors. He has been in business 5 decades and has been managing money for 44 years. He has built up two firms, the first he sold and the second now runs $11bn. Age 77, he is still thinking about how to grow the business and secure its future. Perhaps controversially, Tim thinks it’s not difficult for activemanagers to beat the index, even today. This was a fascinating discussion with an incredibly experienced and normally under the radar fund manager who is unafraid to challenge consensus thinking. Behind the Balance Sheet is a forensic accounting and fundamental investing podcast for serious investors. Each episode dives into how real‑world investors source ideas, build conviction and manage their portfolios. You’ll hear frameworks for analysing industries, understanding business models, and thinking about risk, behaviour and incentives, so you can refine your own process rather than copy stock tips.For show notes, transcripts and additional resources, visit our ⁠⁠website⁠⁠ . If you value thoughtful, process-driven investing discussions, follow the show and consider leaving a short review, or just a 5* rating on…

People in this episode

Host: Stephen Clapham

Guest: Tim Guinness

Topics covered

• value investing
• market analysis
• fund management
• investment strategies
• business growth

Keywords

• Tim Guinness
• Guinness Global Investors
• beating the market
• active management
• investment strategies

Mentioned in this episode

Organizations: Guinness Global Investors

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