Saturna’s Levi Stewart Zurbrugg featured on TheStreet.com
Bellingham, WA, March 4, 2024 – Levi Stewart Zurbrugg, senior investment analyst and portfolio manager at Saturna Capital Corporation, was interviewed for an article on TheStreet.com. Zurbrugg, the portolio manager of Sextant Core Fund, explained his interest in energy management products and industrial automation to writer Todd Campbell for TheStreet’s regular column, Single Best Trade.
“While solar panels and AI chips frequent news headlines, the underlying infrastructure required to connect electricity production and its end uses receives less attention,” said Zurbrugg. “Uninterrupted power supply solutions ensure that if the grid goes down, data centers can seamlessly switch from the grid to backup battery or generator power.”
Kim also highlighted Saturna’s flexible investment time horizons approach. "We don't box ourselves into using traditional investment time horizons . . . if the opportunity warrants a six to seven-year time horizon and we have the conviction to underwrite that type of trajectory, we're going to evaluate the candidate using seven years," he said.
Zurbrugg also noted that there was still risk involved. “AI and the assumed rapid build-out of associated data centers could take longer than expected,” he said. “Similarly, the transition to a low-carbon economy could fail to materialize or face delays, drastically slowing the need to expand and harden electric grids. Any one of these risks could challenge the thesis of a steady, well-run earnings compounder.”
Levi Stewart Zurbrugg, MBA, CFA®, CPA®, is a senior investment analyst and portfolio manager of Sextant Core Fund. He is also the deputy portfolio manager of Amana Developing World Fund, Sextant Global High Income Fund, and Sextant Short-Term Bond Fund. He joined Saturna Capital in June 2019.
About Saturna Capital Corporation
Active Investing to Reflect Your Values
Saturna Capital Corporation, established in 1989 in Bellingham, Washington, USA, is a private, employee-owned investment adviser with US$7.6 billion in assets under management, providing investment advisory services to mutual funds, institutions, businesses, individuals, and endowments. Saturna Capital is adviser to the Amana Mutual Funds Trust, the oldest and largest family of funds in the US that follow principles of Islamic finance. Saturna Capital is also adviser to the US-based Sextant Mutual Funds and Saturna Sustainable Funds.
For more information about Saturna Capital, visit www.saturna.com.
About the CFA Credential
The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential awarded by CFA Institute — the largest global association of investment professionals. There are currently more than 160,000 CFA charterholders working in 164 countries and regions. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. For more information visit www.cfainstitute.org.