Dr Ian Mortimer

Portfolio Manager | Global

Responsibilities

Ian is co-Portfolio Manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy.

Guinness Global Equity Income Guinness Global Innovators

Background

Ian was appointed Portfolio Manager in 2010, having joined the company in 2006 as an equity analyst. He is a CFA Charterholder.

Prior to joining the business, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford. He graduated from University College London with a Master’s degree in Physics with distinction.

Latest Insights by Ian

Equity Income

Rising S&P 500 concentration was rational - but mega-cap earnings dominance is now fading

By Dr Ian Mortimer & 6 others

July 6, 2026 | 12 min read

Global Equity Income

Volatility, rotation and a war in the Middle East - Q1 2026 in review

By Dr Ian Mortimer

April 23, 2026 | 1:35

Growth

Are we in an AI bubble?

By Dr Ian Mortimer and Matthew Page

November 17, 2025 | 11 min read

Growth

Is there a rising concentration risk in the S&P 500?

By Dr Ian Mortimer and Matthew Page

October 2, 2025 | 8 min read

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An asset management firm focused on disciplined investing and long-term value creation.