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November 28, 2015 2:46 PM ET

Capital Markets

Company Overview of Aquila Funds Trust - Aquila Three Peaks Opportunity Growth Fund

Company Overview

Aquila Funds Trust - Aquila Three Peaks Opportunity Growth Fund is an open-ended equity mutual fund launched by Aquila Management Corporation. It is co-managed by Aquila Investment Management LLC and Three Peaks Capital Management, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. It employs a combination of fundamental and quantitative analysis focusing on factors like improving balance sheet, an improving leverage ratio, a high yield credit analysis to create its portfolio. The fund benchmarks the ...

120 West 45th Street

Suite 3600

New York, NY 10036-4041

United States

Founded in 1994

Key Executives for Aquila Funds Trust - Aquila Three Peaks Opportunity Growth Fund

President, Interested Trustee, Chief Executive Officer of Aquila Investment Management LLC, President of Aquila Investment Management LLC, Vice Chair Man of Aquila Investment Management LLC, Manager of Aquila Investment Management LLC and Director of Aquila Investment Management LLC
Age: 57
Chief Financial Officer and Treasurer
Age: 59
Executive Vice President and Secretary
Age: 58
Senior Vice President
Age: 60
Senior Vice President
Age: 56
Compensation as of Fiscal Year 2015.

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