Saturna Capital, manager of the Amana, Saturna Sustainable, Sextant, and Idaho Tax-Exempt funds, draws upon years of investment experience to aid investors in navigating today’s complex market environment.  Founded in 1989, Saturna has helped individuals and institutions build wealth, earn income, preserve capital and achieve their financial goals for more than thirty years.

Saturna’s deep-rooted belief in value investing permeates all of our investment decisions.  We don’t follow trends, we analyze opportunities through detailed research exploring geopolitical developments, industry themes, technology trends, competitive environments, and corporate leadership. We are long-term, values-based, and socially responsible investors.  We view consideration of environmental, social, and governance (ESG) factors as essential in forming portfolios of high-quality companies that are better positioned to reduce risk and identify opportunities.  We believe that companies proactively managing business risks related to ESG issues make better contributions to the global economy and are more resilient.

Mission

Active investing to reflect your values

Vision

We are a premier provider of disciplined, ethical solutions building on our legacy of superior results.

 

Saturna Capital Annual Report

The value of preparedness is continuity; continuity builds trust. At Saturna, we have prepared for myriad unforeseeable disasters from building fires to comet strikes, including pandemic preparations. The business continuity team integrated global disease scenarios in its playbook for the first time in 2006 when the SARS virus struck the world with fear. Not being able to fully imagine how a pandemic would unravel, we prepared for many simultaneous sick days, short staffing, and potential work from home situations. We have heavily relied on this pre-work since March 12, 2020 when most of our crew began working from their homes rather than our offices, as a result of the new coronavirus called COVID-19. The early and substantial investments Saturna made in equipment and planning presented their value in risk mitigation and zero down time, far exceeding the expenditures we’ve made. We are risk managers, and I hope you’ll trust our process as we move toward recovery with you, our crew, and the world.

 

The same value philosophy that drives Saturna’s investment process also governs the management of our business, giving Saturna the financial strength and stability to weather the most turbulent conditions. Most important to Saturna’s success, however, is our clients’ success.  We believe our clients’ interests always come first, perhaps explaining why our relationships span so many years. After three decades of offering superior investment solutions and outstanding customer service, we look forward to the next several decades of helping you secure your financial future.