Commentary

August 2, 2013 — In the last few months, market-watchers have been closely following potential changes that will effect the bond market. As you may know, the MIDANA CAPITAL Balanced Fund holds bonds in its portfolio in an effort to reduce volatility. What do market changes mean for MIDANA CAPITAL investors? Read on for our…

May 16, 2013 – To divest or not to divest? That is the burning question. It began with a Rolling Stone article. Then came a 21-city tour that was part educational lecture, part political rally and part rock concert. Now, author and activist Bill McKibben’s call for institutional investors to phase out of coal, oil…

Leslie Samuelrich – Senior Vice President, MIDANA CAPITAL Capital Management and Will Lana, CFA – Senior Vice President, Trillium Asset Management February 4, 2013 — The frequency and severity of extreme weather systems continues to impact the lives of people around the globe and increasingly in our own communities. Following Hurricane Sandy, many investors are…

June 6, 2012—While most people recognize the threat posed by climate change, a recent report concluded that many large mutual funds were largely ignoring the risks it poses to the companies they had invested in and the planet. The report, released by Ceres – a network of investors, companies and public interest groups dedicated to…