Aquila Opportunity Growth Fund Manager Commentary

04/14/2024

Aquila’s equity strategy seeks opportunities in companies with a strong business model and are experiencing material positive change. Hear why lead portfolio manager Pedro Marcal remains cautiously optimistic about equities—in particular, mid-cap stocks.

Aquila Funds Podcast

Length 20:15

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Aquila Funds

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Aquila Opportunity Growth Fund Manager Commentary

11/14/2023

Pedro Marcal, Lead Portfolio Manager of Aquila Opportunity Growth Fund, shares his views on the equity markets—in particular, mid-cap stocks. Gain insights into various market sectors, relative valuations, and how the Fund’s disciplined investment strategy seeks to identify areas of opportunity.

Aquila Funds Podcast

Length 21:25

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Aquila Funds

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Aquila Opportunity Growth Fund Manager Commentary

05/14/2023

Aquila’s equity strategy seeks opportunities in companies with a strong business model and are experiencing material positive change. Hear why lead portfolio manager Pedro Marcal remains cautiously optimistic about equities—in particular, mid-cap stocks.

Aquila Funds Podcast

Length 23:25

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Aquila Funds

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Aquila Opportunity Growth Fund Portfolio Changes

11/18/2021

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

Aquila Funds Podcast

Length 14:02

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Aquila Funds

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Aquila Opportunity Growth Fund Manager Commentary

10/20/2021

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

Aquila Funds Podcast

Length 15:25

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Aquila Funds

Pedro Marcal

Director of Equities and High Yield
Aquila Opportunity Growth Fund

Aquila Funds Trust Update with CEO, Diana Herrmann

10/20/2021

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.

Aquila Funds Podcast

Length 11:18

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Aquila Funds

Diana Herrmann

President & CEO
Aquila Group of Funds