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Podcast Archives: Value-based Investing

Episode 120 | June 23, 2021

Value-based Sustainable Investing Drives Alpha at Saturna Capital

Jane Carten, President, Director, and Portfolio Manager at Saturna Capital

Saturna Capital’s Sustainable Equity Fund had an impressive Average Annual Total Return of 16.4% for the three-year period ending May 28, 2021, a 1.5% annualized outperformance versus the S&P Global 1200 index for the same three-year period. Carten and I talk about their stock selection process, which looks for consistently profitable, financially strong companies with […]

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