Q2 2019 Performance Webinar

In this webinar, Minoti Dhanaraj, Senior Investment Analyst, joins Kathryn McCloskey, Director, Social Responsibility, to discuss second-quarter investment performance; UCF’s investment strategy and positioning; and exciting news about the launch of the Just World Fund, a fixed income impact fund that offers a unique opportunity to invest in inclusive finance (impact investing).

Q1 2019 Performance Webinar

In this webinar, David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF’s investment strategy, global market themes and first quarter investment performance, with the S&P 500 producing its best quarterly return since the third quarter 2009.

Q4 2018 Performance Webinar

David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF’s investment strategy, the political and economic events that impacted returns, and fourth quarter investment performance.

Q3 2018 Performance Webinar

David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF investment strategy, fund performance and market events.

Q2 2018 Performance Webinar

David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss UCF investment strategy, fund performance and market events.

Q1 2018 Performance Webinar

David Klassen, Chief Investment Strategist and Howard Hawkins, Director, Business Development discuss events that impacted financial markets, UCF investment strategy and fund performance.

Q4 2017 Performance Webinar

In this webinar, Michael de Guzman, Portfolio Manager and Donald G. Hart, President discuss fund performance, global markets, investment strategy and positioning.

Q3 2017 Performance Webinar

Michael de Guzman, Portfolio Manager discusses fund performance, global markets, investment strategy and positioning, while Katie McCloskey, Director of Social Responsibility discusses changes to exclusionary screening that UCF will implement in January 2018.

Q2 2017 Performance Webinar

Michael de Guzman, Portfolio Manager and Don G. Hart, President discuss fund performance, global markets, investment strategy and positioning.