Aquila Opportunity Growth Fund Portfolio Changes
Lead Portfolio Manager Pedro Marcal provides insights into recent portfolio holding changes and the investment decision-making process.
Podcasts
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Jeffrey K. Hanna
Portfolio Manager
Aquila Narragansett (RI) Tax-Free Income Fund
Aquila Tax-Free Trust of Arizona Manager Commentary
Tony Tanner
Portfolio Manager
Aquila Tax-Free Trust of Arizona
Aquila Tax-Free Trust of Oregon Manager Commentary
Chris Johns
Portfolio Manager
Aquila Tax-Free Trust of Oregon
Aquila Churchill Tax-Free Fund of Kentucky Manager Commentary
Royden Durham
Lead Portfolio Manager
Aquila Churchill Tax-Free Fund of Kentucky
Aquila Tax-Free Fund For Utah Manager Commentary
JT Thompson
Portfolio Manager
Aquila Tax-Free Fund of Utah
Aquila Tax-Free Trust of Colorado Manager Commentary
Chris Johns
Portfolio Manager
Aquila Tax-Free Trust of Colorado
Aquila Narragansett(RI) Tax-Free Income Fund Manager Commentary
Jeffrey K. Hanna
Portfolio Manager
Aquila Narragansett (RI) Tax-Free Income Fund
Aquila Tax-Free Trust of Colorado Manager Commentary
Chris Johns
Portfolio Manager
Aquila Tax-Free Trust of Colorado
Aquila Tax-Free Trust of Oregon Manager Commentary
Chris Johns
Portfolio Manager
Aquila Tax-Free Trust of Oregon
Aquila Tax-Free Trust of Arizona Manager Commentary
Tony Tanner
Portfolio Manager
Aquila Tax-Free Trust of Arizona
Aquila Tax-Free Fund for Utah Manager Commentary
JT Thompson
Portfolio Manager
Aquila Tax-Free Fund of Utah
Aquila Narragansett (RI) Tax-Free Income Fund Manager Commentary
Jeffrey K. Hanna
Portfolio Manager
Aquila Narragansett (RI) Tax-Free Income Fund
Aquila Churchill Tax-Free Fund of Kentucky Manager Commentary
Royden Durham
Lead Portfolio Manager
Aquila Churchill Tax-Free Fund of Kentucky