EP 120: Value-based Sustainable Investing Drives Alpha at Saturna Capital

Presented by

Jane Carten, President, Director, and Portfolio Manager at Saturna Capital

About this talk

Saturna Capital’s Sustainable Equity Fund had an impressive Average Annual Total Return of 16.4% for the three-year period ending May 28, 2021, a 1.5% annualized outperformance versus the S&P Global 1200 index for the same three-year period. Carten and I talk about their stock selection process, which looks for consistently profitable, financially strong companies with low ESG risk factors. Carten promotes corporate gender equality, and we discuss her advocacy work with investment industry boards. Carten and I also talk about Saturna’s history with managing assets for the Islamic community in the U.S., which prioritizes personal and family values, leading to Saturna’s focus on long-term value investing.

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