Skip to main content

Madison Investments Launches Sustainable Equity Fund

Written by Customer Service on . Posted in Public Companies.

MADISON, Wis., Jan. 03, 2022 (GLOBE NEWSWIRE) —

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: Contact: Steven A. Carl, Principal and Chief Distribution Officer, Madison Investments
stevec@madisonadv.com, 608-216-9174

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.