Aquila Three Peaks Opportunity Growth Fund had a notable year in 2019. It was recognized by The Wall Street Journal as a Mid Cap Core Category King based on year-to-date total return performance for the months of May, July, August, October, November and most recently for one-year performance as of December 31, 2019, when the Fund ranked 5th out of 360 funds in the Lipper Mid Cap Core equity category with a total return of 35.9%. The Fund was also recently recognized by Investor’s Business Daily on a list of growth funds leading the market. We credit this success to our distinctive management process that is rooted in intense research and built on our experience in the high yield market. See the Fund Fact Sheet for quarter-end standardized performance.
In selecting investments for Aquila Three Peaks Opportunity Growth Fund, we begin with the universe of companies we know best – those we follow in managing Aquila Three Peaks High Income Fund. We look for issuers of high-yield corporate debt and companies generating free cash flow and improving the corporate balance sheet by paying down debt.
We attempt to mitigate risk by looking for companies in industries with relatively consistent revenue generation (non-cyclical industries), that have demonstrated the ability to grow even in a low-growth economy. Our strategy is to maintain a broadly diversiﬁed, well researched, well balanced portfolio to reduce volatility. We implement this strategy through a fundamental, bottom-up analysis of each company in which we invest.
If you are looking for an equity fund with a management strategy unlike many of its peers, take a closer look at Aquila Three Peaks Opportunity Growth Fund. Read more “Take a Closer Look at this Mid Cap Fund”