Account statements as of December 31, 2020, are available via the Client Access link. We have also prepared the Q4 investor letter from Charles Buck, President and CEO.
UCF, along with its organizational partners that make up the Investors for Opioid and Pharmaceutical Accountability (IOPA), recently announced notable wins from 88 shareholder resolutions filed in the past three years. Read more about the accomplishments.
This article summarizes the markets and our funds’ performance for the month of February 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF is pleased to share its 2020 Annual Report. Join us as we reflect on a year spent strengthening our commitment to racial equity, increasing impact and supporting our clients’ mission through responsible investing initiatives.
UCF recently appointed Channing Capital, a minority-owned firm, as a Small Cap Fund Manager. Stacey Pettice, UCF Executive of Institutional Relationships, sat down with Wendell Mackey, Founder and Co-Chief Executive Officer, to discuss Channing Capital’s investment strategies and his view on responsible investing.
This article summarizes the markets and our funds’ performance for the month of January 2021, provided by our Chief Investment Strategist David A. Klassen.
UCF has upgraded our phone system. Please use our toll-free line: 877-806-4989 or fax us at: 332-219-8758. As there may be delays in responses to phone and fax inquiries during this upgrade, please email us at [email protected] if you don’t receive a prompt response.
UCF hosted a quarterly Town Hall meeting on February 2, 2021 to provide updates on 2020 investment returns, investment strategies for 2021 and beyond, and updates on responsible investing efforts. The recording and presentation are now ready for viewing and download.
Join us for the first Town Hall Meeting in 2021 on Tuesday, February 2, at 5:00 p.m. EDT. In this live Zoom session, UCF team members will share a brief review of 2020 investment returns, details on our investment strategies for 2021 and beyond, and updates on responsible investing efforts.