Aquila Opportunity Growth Fund Portfolio Changes

Lead Portfolio Manager Pedro Marcal provides insights into recent portfolio holding changes and the investment decision-making process.

Length 14:02
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11/18/2021

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Hawaiian Tax-Free Trust Manager Commentary

 
 

Hear a current update from the Trust’s new portfolio managers about Hawaii’s economic recovery and local municipalities.

Length 16:25
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10/29/2021

Reid Smith

Senior Portfolio Manager
Hawaiian Tax-Free Trust

Aquila High Income Fund Manager Commentary

 

 

Hear directly about Aquila’s high-yield corporate bond strategy and the new portfolio management team’s investment and research process.

Length 14:14
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10/20/2021

David Schiffman

Lead Portfolio Manager
Aquila High Income Fund

Aquila Opportunity Growth Fund Manager Commentary

Get first-hand insights into the new portfolio management team’s investment and research process pertaining to Aquila’s equity strategy.

Length 15:25
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10/20/2021

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Aquila Funds Trust Update with CEO, Diana Herrmann

Ms. Herrmann shares her perspectives on how the new portfolio management team for Aquila High Income Fund and Aquila Opportunity Growth Fund significantly increases Aquila’s investment capabilities and capacity to serve equity and fixed income investors.

Length 11:18
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10/20/2021

Diana Herrmann

President & CEO
Aquila Group of Funds

Aquila Tax-Free Fund For Utah Manager Commentary

Gain valuable viewpoints on the municipal bond market, along with key factors driving Utah’s local economy and municipalities.

Length 15:53
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10/15/2021

James Thompson

Portfolio Manager
Aquila Tax-Free Fund For Utah

Aquila Tax-Free Trust of Arizona Manager Commentary

Learn about important market drivers and their potential impact on the Trust, including supply and demand, credit spreads, as well as the pending infrastructure bill and tax reform.

Length 31:30
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10/15/2021

Tony Tanner

Lead Portfolio Manager
Aquila Tax-Free Trust of Arizona

Aquila Tax-Free Trust of Oregon Manager Commentary

Hear how Oregon’s economy has fared during its pandemic recovery, and how the portfolio management team is navigating municipal bond market developments, both at a macro and State level.

Length 18:53
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10/15/2021

Chris Johns

Lead Portfolio Manager
Aquila Tax-Free Trust of Oregon

Aquila Tax-Free Trust of Colorado Manager Commentary

Get timely, relevant insights into important factors influencing municipal bonds, specifically, Colorado’s local economy, and muni bond issuers.

Length 19:27
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10/15/2021

Chris Johns

Lead Portfolio Manager
Aquila Tax-Free Trust of Colorado

Aquila Churchill Tax-Free Fund of Kentucky Manager Commentary

Discover how key issues—from interest rates and inflation concerns, to pending federal legislation, and more—may impact the Fund and portfolio positioning.

Length 10:44
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10/15/2021

Royden Durham

Lead Portfolio Manager
Aquila Churchill Tax-Free Fund of Kentucky

Aquila Narragansett (RI) Tax-Free Income Fund Manager Commentary

Listen for the latest portfolio manager commentary on Rhode Island’s local economy and municipal bond market, with a view on what it may mean for the Fund.

Length 12:56
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10/15/2021

Jeffrey K. Hanna

Portfolio Manager
Aquila Narragansett (RI) Tax-Free Income Fund

Aquila Tax-Free Trust of Arizona Manager Commentary

Length 22:44
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05/19/2021

Tony Tanner

Portfolio Manager
Aquila Tax-Free Trust of Arizona

Aquila Tax-Free Trust of Oregon Manager Commentary

Length 10:20
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05/19/2021

Chris Johns

Portfolio Manager
Aquila Tax-Free Trust of Oregon

Aquila Churchill Tax-Free Fund of Kentucky Manager Commentary

Length 7:36
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05/19/2021

Royden Durham

Lead Portfolio Manager
Aquila Churchill Tax-Free Fund of Kentucky

Aquila Tax-Free Fund For Utah Manager Commentary

Length 15:44
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05/19/2021

JT Thompson

Portfolio Manager
Aquila Tax-Free Fund of Utah

Aquila Tax-Free Trust of Colorado Manager Commentary

Length 9:58
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05/19/2021

Chris Johns

Portfolio Manager
Aquila Tax-Free Trust of Colorado

Aquila Narragansett(RI) Tax-Free Income Fund Manager Commentary

Length 9:18
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05/19/2021

Jeffrey K. Hanna

Portfolio Manager
Aquila Narragansett (RI) Tax-Free Income Fund

Aquila Tax-Free Trust of Colorado Manager Commentary

Length 14:07
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02/11/2021

Chris Johns

Portfolio Manager
Aquila Tax-Free Trust of Colorado

Aquila Tax-Free Trust of Oregon Manager Commentary

Length 13:15
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02/11/2021

Chris Johns

Portfolio Manager
Aquila Tax-Free Trust of Oregon

Aquila Tax-Free Trust of Arizona Manager Commentary

Length 21:41
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02/11/2021

Tony Tanner

Portfolio Manager
Aquila Tax-Free Trust of Arizona

Aquila Tax-Free Fund for Utah Manager Commentary

Length 13:18
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02/11/2021

JT Thompson

Portfolio Manager
Aquila Tax-Free Fund of Utah

Aquila Narragansett (RI) Tax-Free Income Fund Manager Commentary

Length 10:04
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02/11/2021

Jeffrey K. Hanna

Portfolio Manager
Aquila Narragansett (RI) Tax-Free Income Fund

Aquila Churchill Tax-Free Fund of Kentucky Manager Commentary

Length 9:49
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02/11/2021

Royden Durham

Lead Portfolio Manager
Aquila Churchill Tax-Free Fund of Kentucky

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