Investment Strategies

Capital Appreciation - Aquila Three Peaks Opportunity Growth Fund

The research we conduct on high-yield corporate debt issuers provides an understanding of a company’s full capital structure, along with the business decisions and results that have an impact on the corporate balance sheet and equity performance. As we search for high yield issuers that have successfully employed leverage to grow the business, generate free cash flow, and improve the balance sheet, we also search for opportunities to participate in improving equity performance.

We believe we have a unique and distinct approach to managing equities.

Before investing in one of the Aquila Group of Funds, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the Fund prospectus. The prospectus is available from your financial advisor, by clicking here or by calling 800-437-1020.

Risk Factors: Equity Fund: An investment in the Fund involves certain risks, including possible loss of value, market and financial risk, volatility and trading volume of small companies, interest & credit risks of convertible fixed-income investments, economic and diversification risks of geographic concentration.


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Overview Our Approach Investment Strategies > Tax-Exempt Income > Taxable Income > Capital Appreciation Reasons to Choose Aquila Our History Our People Investment Strategies Capital Appreciation - Aquila Three Peaks Opportunity Growth Fund The research we conduct on high-yield corporate debt issuers provides an understanding of a company’s full capital structure, along with the business decisions and results that have an impact on the corporate balance sheet and equity performance. As we search for high yield issuers that have successfully employed leverage to grow the business, generate free cash flow, and improve the balance sheet, we also search for opportunities to participate in improving equity performance. We believe we have a unique and distinct approach to managing equities. Before investing in one of the Aquila Group of Funds, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the Fund prospectus. The prospectus is available from your financial advisor, by clicking here or by calling 800-437-1020. Risk Factors: Equity Fund: An investment in the Fund involves certain risks, including possible loss of value, market and financial risk, volatility and trading volume of small companies, interest & credit risks of convertible fixed-income investments, economic and diversification risks of geographic concentration.

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