How We Invest

Our Approach to Investment Management

Discipline, Experience, Knowledge

Disciplined, time-tested strategies are applied in managing the portfolios of each fund according to the stated fund objectives, while also managing the inherent risks of investing. The disciplined strategies involve digging into the details in order to capture information from a wide range of sources, and to assess both potential volatility and investment opportunities.

Experience acquired over many years is drawn upon by the investment professionals managing fund assets as they analyze securities, observe the effects of market and economic cycles, and identify risks and opportunities among a variety of investment alternatives. These professionals bring the experience gained over their long careers to the task of serving fund shareholders every day.

Knowing what you own, and why you own it, is the basis of a successful investment strategy. Our municipal bond fund investment managers and analysts are locally-based in the states where they invest, which provides a distinct advantage that is a hallmark of the Aquila Group of Funds tax-exempt investment process. The high-yield corporate bond and equity managers and analysts conduct detailed initial and on-going research in order to clearly understand the full corporate capital structure of a company, as they seek to identify opportunities in both the bond and stock markets.

Before investing in one of the Aquila Group of Funds, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the Fund prospectus. The prospectus is available here, from your financial advisor, or by calling 800-437-1020.