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OGF-Podcast-Transcript_Updated-Portfolio-Holdings.pdf
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🔗 Source: aquilafunds.com
📊 Size: 100 KB
📄 Pages: 3 pages
⬇️ Downloads: 166

Summary

Pedro Marcal, Director of Equities and High Yield and Lead Portfolio Manager of Aquila Opportunity Growth Fund, discussed the fund's updated portfolio holdings as of October 31st, 2021. The portfolio management team repositioned the portfolio, eliminating holdings with low upside potential and initiating 40 new positions, including Arista Networks, Wolfspeed, and Ford Motor Company. The fund remains mid-cap-focused, with overweights in Information Technology, Financials, and Energy, and underweights in Real Estate, Healthcare, and Utilities. The team's investment strategy focuses on companies experiencing positive changes, with a strong business model and potential for higher earnings. Key themes driving investment decisions include the electrification of transportation and the slowing of Moore's Law.

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Pedro Marcal, Director of Equities and High Yield and Lead Portfolio Manager of Aquila Opportunity Growth Fund, discussed the fund's updated portfolio holdings...

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  • File Format: PDF
  • File Size: 100 KB
  • Pages: 3
  • Language: EN
  • Total Downloads: 166
  • Last Updated: 1 month ago

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