UCF, alongside shareholder advocacy group, As You Sow, co-filed a shareholder resolution asking for more data on the effectiveness of American Express’s diversity and inclusion program. A strong 60% majority of shareholders voted in favor of the resolution at the recent annual general meeting.
This article summarizes the markets and our funds’ performance for the month of June 2021, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of May 2021, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of April 2021, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of March 2021, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of February 2021, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of December 2020, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of November 2020, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of October 2020, provided by our Chief Investment Strategist David A. Klassen.
This article summarizes the markets and our funds’ performance for the month of September 2020, provided by our Chief Investment Strategist David A. Klassen.
Account statements as of September 30, 2020, are available via the Client Access link. We have also prepared the Q3 investor letter from Charles Buck, President and CEO.