Madison Investments Launches Sustainable Equity Fund
03 Gennaio 2022 - 6:39PM
Madison Investments is pleased to announce the addition of a new
sustainable fund to its lineup of risk-conscious mutual funds. The
Madison Sustainable Equity Fund is an actively-managed, high
conviction mutual fund designed to pursue long-term capital
appreciation by investing in the common stock of high-quality,
durable growth, large cap companies that the Fund’s portfolio
managers believe incorporate sustainability into their overall
strategy.
The Fund is managed by Maya Bittar, CFA® and Dave Geisler, who
have more than 52 years of combined industry experience and have
been managing the sustainability-focused Disciplined Equity
Separately Managed Account (SMA) at Madison since 2018.
“Many environmental, social, and governmental principles have
been incorporated into our research process for a long time, and we
are excited to launch a fund that invests in companies that make
sustainability a strategic priority,” said Rich Eisinger, Head of
Equities at Madison Investments, adding, “Maya and Dave have a long
track record of managing equity portfolios with special attention
paid to sustainability factors.”
Earlier this year, Madison Investments signed the UN-supported
Principles for Responsible Investment, the world’s leading global
network of investors striving for responsible investment by
actively incorporating environmental, social, and governance
factors into analysis, decision-making, and ownership
practices.
“We believe high-quality, durable growth companies that
integrate sustainability into their strategy and operations will
deliver value to investors over the long-term,” said Maya Bittar,
Portfolio Manager. “In our opinion, companies with strong
sustainable attributes are better managers of short- and long-term
risks and opportunities, and as a result make for better
risk-adjusted investment returns.”
The Madison Sustainability Equity Fund is available in
individual class Y shares (MFSYX) and institutional class I shares
(MFSIX) with investment minimums of $1,000 and $250,000,
respectfully.
About Madison Investments
Madison Investments, founded in 1974, is an independent,
employee and founder owned investment firm offering investment
management and investment advisory solutions. The firm,
headquartered in Madison, WI, manages approximately $24 Billion in
client assets as of September 30, 2021. Madison Investments four
investment teams, Fixed Income, U.S. Equity, International Equity
and Multi-Asset Solutions, offer investment strategies and
solutions to a wide array of clients: Financial Advisors,
Consultants, Credit Unions, Insurance Companies, and Private
Clients. The firm has built a national reputation for superior
customer service, excellent risk-adjusted returns and crafting
portfolios differentiated from passive benchmarks.
Disclosures
Consider the investment objectives, risks, and charges and
expenses of Madison Funds carefully before investing. Each fund's
prospectus contains this and other information about the fund. Call
800.877.6089 or visit madisonfunds.com to obtain a prospectus and
read it carefully before investing.
All statistics are as of 9/30/2021.
“Madison” and/or “Madison Investments” is the unifying tradename
of Madison Investment Holdings, Inc., Madison Asset Management, LLC
(“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also
includes the Madison Scottsdale office. MAM and MIA are registered
as investment advisers with the U.S. Securities and Exchange
Commission. Madison Funds are distributed by MFD Distributor, LLC.
MFD Distributor, LLC is registered with the U.S. Securities and
Exchange Commission as a broker-dealer and is a member firm of the
Financial Industry Regulatory Authority. The home office for each
firm listed above is 550 Science Drive, Madison, WI 53711.
Madison’s toll-free number is 800-767-0300.
Any performance data shown represents past performance. Past
performance is no guarantee of future results.
Non-deposit investment products are not federally insured,
involve investment risk, may lose value and are not obligations of,
or guaranteed by, any financial institution.
This report is for informational purposes only and is not
intended as an offer or solicitation with respect to the purchase
or sale of any security.
Contact: Steven A. Carl, Principal and Chief Distribution Officer, Madison Investments
stevec@madisonadv.com, 608-216-9174
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