Category: Equity Fund

Market & Economic Outlook

Equity Insights: Maintaining a Disciplined Investment Approach

Investors experienced another eventful year in 2023. From market volatility, to economic uncertainty, to geopolitical

February 16, 2024

News

2023 Capital Gain and Dividend Distribution Update

Please be advised that the Aquila Group of Funds will not declare a capital gain

November 27, 2023

Market & Economic Outlook

Identifying Strong Business Models: How Moats Protect Companies from Competition

Mutual fund managers evaluate many characteristics of potential investment opportunities. The investment team at Aquila

June 24, 2022

Market & Economic Outlook

Pedro Marcal Featured on Asset TV’s Mid-Cap Masterclass

Pedro Marcal, Director of Equities and High Yield, Lead Portfolio Manager of Aquila Opportunity Growth

May 9, 2022

Press Room

A New Approach to Equity and High-Yield Investing

Portfolio Managers Pedro Marcal and David Schiffman Featured on Asset TV Aquila’s equity and high-yield

December 17, 2021

News

Press Release: Important Aquila Funds Trust Update

Aquila Investment Management Announces Expansion of its Investment Team New portfolio management team expands firm’s

September 22, 2021

Municipal Bond Funds

Understanding Interest Rate Risk in Bond Funds

Since March of 2020, The Federal Reserve has kept the Fed Funds target rate at

May 24, 2021