Madison Investments Launches Sustainable Equity Fund

Rhea-AI Summary

Madison Investments announced the launch of the Madison Sustainable Equity Fund, aimed at long-term capital appreciation through investments in large-cap companies that prioritize sustainability. Managed by Maya Bittar and Dave Geisler, the fund leverages their 52 years of combined experience in sustainability-focused investment strategies. Madison has also signed the UN Principles for Responsible Investment, reinforcing its commitment to environmental, social, and governance factors in investment decisions. The fund offers class Y (MFSYX) and class I shares (MFSIX) with minimum investments of $1,000 and $250,000, respectively.

Positive

• Launch of Madison Sustainable Equity Fund targeting long-term capital appreciation.
• Managed by experienced professionals with 52 years of combined experience in sustainability-focused investments.
• Commitment to responsible investment highlighted by signing the UN Principles for Responsible Investment.
• Fund incorporates environmental, social, and governance factors, aiming for better risk-adjusted returns.

Negative

• None.

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. 

FAQ

What is the Madison Sustainable Equity Fund?

The Madison Sustainable Equity Fund is a new mutual fund that focuses on long-term capital appreciation by investing in large-cap companies that prioritize sustainability.

Who manages the Madison Sustainable Equity Fund?

Maya Bittar and Dave Geisler manage the Madison Sustainable Equity Fund, bringing over 52 years of combined industry experience.

What are the minimum investments for the Madison Sustainable Equity Fund?

The minimum investment for class Y shares is $1,000, and for class I shares, it is $250,000.

What investment principles does Madison Investments follow?

Madison Investments incorporates environmental, social, and governance factors in its investment strategies and is a signatory of the UN Principles for Responsible Investment.

What classes of shares are available for the Madison Sustainable Equity Fund?

The fund offers individual class Y shares (MFSYX) and institutional class I shares (MFSIX).