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Sales Ideas
Building Investor Confidence Series
Value Investing with Value-Added Alpha
As core portfolio holdings, the Amana Funds suit a broad spectrum of investors, especially those who are risk-conscious. Guided by the portfolio management expertise of award-winning, industry veteran Nick Kaiser, the Amana Funds' research and analysis team employs a conservative, value investment strategy that has generated highly sought-after positive alpha.
A Model of Low Turnover and Tax Efficiency
When selecting a mutual fund, investors often focus solely on performance while inadvertently overlooking important fund statistics such as portfolio turnover ratio and tax efficiency. Considering these important characteristics provides valuable insight into a portfolio manager’s investment strategy.
Do Your Fund Managers Invest in the Funds They Manage?
Common sense tells us that it’s a good idea for fund managers to buy into their own funds. After all, management and shareowner interests better align through collective ownership, and a manager's large stake in a fund he or she runs is a manifest sign of confidence in the fund’s investment strategy.
Amana's Investment Process
Saturna Capital, the Amana Funds’ investment adviser, screens more than 5,000 U.S. traded equities monthly. Roughly 40% are accepted (ranked A by Saturna’s analysts). Marginal issues receive rankings of B, C & D. About one-sixth are rejected outright (ranked F).
Morningstar Article Reprints
Analyst Review: Amana Income Fund
Analyst Review: Amana Growth Fund
Sales Brochures
Amana Funds Sales Brochure I — Advisers Only
Amana Funds Sales Brochure II — Pass-through brochure for clients of Advisers
Amana Funds Sales Brochure III — Pass-through brochure for Muslim clients of Advisers
