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Who manages the Funds portfolio?

April 26, 2017fund manages portfolio

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10 Posted

Who manages the Funds portfolio?

4 Answers

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KIRKPATRICK PETTIS CAPITAL MANAGEMENT, INC., A DIVISION OF DAVIDSON FIXED INCOME MANAGEMENT is the Fund’s Investment Sub-Adviser, providing the Fund with experienced local professional management. Davidson Fixed Income Management manages approximately $3.5 billion in client assets, including approximately $200 million in municipal obligations. As an open-end mutual fund, the Fund is actively managed on a continuous basis. Attention is paid by the portfolio manager to interest rate trends as well as to the quality, diversification and maturity distribution of municipal obligations used in the Fund’s portfolio.

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AQUILA INVESTMENT MANAGEMENT LLC is the Fund’s Investment Adviser and Administrator. Aquila Investment Management LLC is a wholly-owned subsidiary of Aquila Management Corporation, formed in 1984 and Founder of the Fund and the 11 other funds in the Aquila Group. The Aquila Group of Funds has combined assets of approximately $5 billion.

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THREE PEAKS CAPITAL MANAGEMENT, LLC is the Fund’s Investment Sub-Adviser, providing the Fund with experienced professional management. Three Peaks Capital Management, LLC was established in July, 2003 and is 100% employee-owned.

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AQUILA INVESTMENT MANAGEMENT LLC is the Fund’s Investment Adviser and Administrator. Aquila Investment Management LLC is a wholly-owned subsidiary of Aquila Management Corporation, formed in 1984 and Founder of the Fund and the 11 other funds in the Aquila Group. The Aquila Group of Funds has combined assets of over $4.2 billion.