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Appleseed Fund Quarterly Commentary

We are long-term investors who recognize that value is not created in a single quarter or even in a single year. Long-term, enduring value is created over years of hard work with smart decisions and prudent long-range planning

  • Appleseed Fund Quarterly Commentary (7/18/2019) - We are long-term investors who recognize that value is not created in a single quarter or even in a single year. Long-term, enduring value is created over years of hard work with smart decisions and prudent long-range planning
  • How to Invest in an Era of $100 Trillion Financial Obligations (8/8/2018) - "The four most expensive words in the English language are 'this time it's different.'” It’s different this time, and it’s ...
  • Natural Investment White Paper: Rigor in Ratings (6/26/2018) - The purpose of this whitepaper is to highlight areas of concern so that the Morningstar’s Sustainability Rating may improve its methodology and avoid unintentionally “greenwashing” mutual funds that do not reflect the widely-held ESG standards of the SRI industry.
  • Trade War Investment Risks (5/4/2018) - financial news articles are citing the Smoot-Hawley Tariff Act of 1930 with increasing frequency and concern…Are worries about a trade war well-founded?
  • Investing for Social Change (2/27/2018) - Appleseed Capital sustainable investing review by the AIM2Flourish initiative.
  • SRI is Growing Up Right Before Our Very Eyes (12/5/2017) - What was once considered the limited domain of environmental and social activists has grown to become an established force in the capital markets that should be ignored at your own risk.
  • ESG as a Risk Reducer (11/21/2017) - Adam Strauss, Portfolio Manager and CEO of Appleseed Capital, explains how ESG investing can result in good returns, and how new central banking policies will play a role in it.
  • Appleseed Capital Recognized by B Lab (11/9/2017) - Becoming a B Corp was a wonderful opportunity to formalize what we’ve been doing all along, namely focusing on sustainable investing
  • ESG Managers Find Multiple Ways To Do Well By Doing Good (10/25/2017) - The SRI aspect started as part of our mutual fund, but it now goes across our business and is part of our investment process
  • Saber-Rattling Creates Discounts in Korea (8/31/2017) - South Korea’s rally was cut short by U.S.–North Korea nuclear threats. Now there are some bargains.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Appleseed Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-800-470-1029.

The Fund is managed by Pekin Hardy Strauss Inc. The Appleseed Fund is distributed by Unified Financial Securities, LLC.

Appleseed Capital is the impact investing arm of Pekin Hardy Strauss Inc.

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