Saturna Capital Announces Portfolio Management Assignments Updates
Bellingham, WA – Saturna Capital Corporation has announced portfolio management changes effective October 1, 2025. William B. Jones IV, CFA® will serve as Portfolio Manager of the Saturna Growth Fund and Jason S. Mitchell, MBA will serve as Deputy Portfolio Manager of the Fund.
After successfully managing the Saturna Growth for nearly 10 years, portfolio manager Scott Klimo has transitioned leadership of the fund to Jones, ensuring a seamless continuation of the fund’s established investment philosophy and process. While Mr. Klimo is no longer directly managing the Saturna Growth Fund, he continues to provide overarching investment guidance and strategic direction as Saturna’s Chief Investment Officer.
Jones has been an equity analyst with Saturna Capital since September 2023. Jones is also the Deputy Portfolio Manager of the Saturna Sustainable Equity Fund. He graduated from Western Washington University BA with a BS in Financial Economics.
Mitchell, has been a senior investment analyst with Saturna Capital since June 2025. He graduated from New York University Stern School of Business with an MBA.
Saturna Capital is committed to providing best in class service to investors, by protecting capital and providing value. The promotion of Jones and Mitchell is consistent with Saturna’s commitment to deliver superior results to our investors.
About Saturna Capital Corporation
"Value for your money."
Saturna Capital Corporation, established in 1989 in Bellingham, Washington, is a private, employee-owned, investment adviser with US$9.6 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 Saturna Funds.