August 2018
What question or industry issue are you looking forward to hearing about at the World Energy Capital Assembly (WECA)?
A continued focus on capital discipline and the delivery of improved returns on capital.
You’ll be sitting on the Fund Managers panel at WECA. Are you bullish, bearish or uncertain about the outlook for oil and gas going into 2019?
Pretty neutral on oil prices. I would expect the forward curve to flatten with front month oil prices slightly weaker and long dated oil prices stronger.
Since joining Guinness Asset Management Limited in 2013, what has been the greatest challenge you have faced?
Dealing with weak energy equities after the November 2014 OPEC meeting that brought oil prices down sharply.
What are your ambitions for 2019?
To deliver the best performing long only energy fund available for European investors and to help improve the exposure and overall asset base of Guinness Asset Management.
What are three things left on your bucket list?
I have loads left on my bucket list, including visiting Antarctica, seeing gorillas in the jungle and polar bears in the arctic
About Jonathan Waghorn
Jonathan joined Guinness Asset Management in September 2013 and is co-manager of Guinness Global Energy Fund. He has over twenty years’ experience in the energy sector having previously been a drilling engineer for Shell International in the Dutch North Sea, an energy consultant with Wood Mackenzie and the co-head of Goldman Sachs European energy equity research. He joined Investec in 2008 as co-manager on the Investec Global Energy Fund and helped to grow the energy franchise there to a peak of nearly $3.5bn in 2011, prior to joining Guinness Asset Management in 2013.
Jonathan will be presenting on the Fund Managers panel at the upcoming World Energy Capital Assembly in London, 3-4 December.