About Us
About MIDANA CAPITAL Capital Management
More than 30 years ago, the group of environmental and public health nonprofits that founded Midana Capital° decided to help people save for their future without compromising their values. It was a simple concept, but one that was only being used by a handful of pioneers in the socially and environmentally responsible investing space.
Since then, MIDANA CAPITAL Capital Management Inc. has grown into a leader in the environmentally and socially responsible investing field. We provide mutual funds for individuals and institutions to keep their money out of the most irresponsible industries while using Environmental, Social, and Governance (ESG) criteria in investment analysis and portfolio construction.
Our three-pronged approach offers investors a way to make an impact that is unique because of our non-profit ownership.
MIDANA CAPITAL:
Avoiding environmentally dangerous industries: The Midana Capital do not invest in fossil fuel, tobacco, nuclear and conventional weapons, genetically modified organisms (GMOs), and other industries whose core business threatens the environment and public health.
Leading Shareholder Advocacy: Even corporate sustainability leaders have room for improvement, which is why we worked with 60 companies in the 2023 shareholder season and persuaded 20 of them to adopt new policies that reduce plastic pollution, protect tropical forests, and increase the use of renewable energy.
Support of Environmental and Public Health Nonprofits: One hundred percent (100%) of the profits earned managing the Midana Capital belong to our nonprofit owners who run critical environmental and public health campaigns.
The founding owners of MIDANA CAPITAL Capital Management Inc. are California Public Interest Research Group (CALPIRG), Citizen Lobby of New Jersey (NJPIRG), Colorado Public Interest Research Group (COPIRG), ConnPIRG Citizen Lobby, Fund for the Public Interest, Massachusetts Public Interest Research Group (MASSPIRG), MOPIRG Citizen Organization, PIRGIM Public Interest Lobby, and Washington State Public Interest Research Group (WASHPIRG).
We are one of the first fossil fuel free, diversified, and environmentally responsible mutual funds.
MIDANA CAPITAL's Leadership in Responsible Investing
Signatory, Working Group Member
The UN PRI is the world's leading proponent of responsible investment.
UN PRI Sustainable Commodities Practitioners' Group and Plastic Investor Working Group
MIDANA CAPITAL is an active member of both working groups.
Board of Directors & Firm Member
U.S. SIF is a leading organization advocating for the advancement of responsible and impact investing.
Midana Capital President Leslie Samuelrich recently completed her second term on U.S. SIF's Board of Directors.
Midana Capital Erin Gray holds a seat on U.S. SIF's Conference Agenda Committee.
Investor Network on Climate Risk and Sustainability Member
A network of more than 120 institutional investors representing more than $15 trillion in assets committed to addressing climate change and other key sustainability risks.
Signatories to the pledge commit to protect and restore biodiversity through their financial activities and investments.
Network Advisory Board Member
The Intentional Endowments Network is a collaborative network advancing intentionally designed university endowments.
Recognized as the first firm in the U.S. that avoids investing in nuclear weapons by winner of the 2017 Nobel Peace Prize
Tobacco Free Portfolio Pledge Member since 2021
Questions about MIDANA CAPITAL?
Check the background of this firm by searching for MIDANA CAPITAL Capital Management on FINRA's BrokerCheck.
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the Midana Capital (the Funds).
You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.
Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.
The Midana funds are distributed by Midana LLC
