Monthly, quarterly and annual statements as of December 31, 2024 are now available. We've also prepared a quarterly investor letter from Charles Buck, President and CEO are now available. Read more.
UCF will be closed Thursday, January 9 in observance of National Day of Mourning. Please submit your inquiries through [email protected] and we will reply when we resume normal business hours on Friday, January 10.
This article summarizes the markets and our funds’ performance for the month of November 2024, provided by our Chief Investment Strategist David A. Klassen.
What’s next for global financial markets under a second Trump administration? Matthew Wagner, VP of Institutional Relationships, has put together key insights and principles to help our clients and investors stay steady in this period of change. Click to download and read.
Large corporations spend billions to influence policies, often prioritizing profits over public interest through hidden lobbying. UCF is leading efforts to bring transparency and accountability. Read the full article to learn how.
This article summarizes the markets and our funds’ performance for the month of October 2024, provided by our Chief Investment Strategist David A. Klassen.
In the Q3 2024 Town Hall Meeting, the UCF team provided updates on our responsible investing initiatives as well as market performance and trends to help our clients make informed financial decision. Click to view the recording and download the presentation.
This article summarizes the markets and our funds’ performance for the month of September 2024, provided by our Chief Investment Strategist David A. Klassen.
Register today to join our quarterly Town Hall Meeting on Thursday, November 14 at 5:00 p.m. ET. Click to learn more.
UCF is dedicated to addressing the urgent need to combat the impacts of climate change. By aligning our investment strategies with sustainable practices, UCF advocates for environmental equity and promotes a just and sustainable future. Click to learn about our progress over the last ten years.