Saturna Capital Corp.
Saturna Capital Corp is an independent investment adviser and asset management firm headquartered in Bellingham, Washington, United States. Founded in 1989, it employs approximately 80 people and primarily serves individuals (including high-net-worth clients), investment companies, pooled investment vehicles, and charitable organizations. The firm is known for managing mutual funds, retirement accounts, and portfolios for private investors in the US.
Investment Strategy
Saturna Capital applies disciplined, value-driven investment strategies rooted in fundamental analysis, focusing on long-term growth and capital preservation. The firm is recognized for its expertise in socially responsible investing and for managing investment portfolios with an emphasis on transparency, prudence, and a clear understanding of risk. Saturna often provides discretionary investment management and operates several mutual funds, including ‘Amana’, which adheres to Islamic investment principles, and funds with environmental, social, and governance (ESG) criteria.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft | 7.48% | $553.7M | 1,113,148 | $205.53 | $497.41 | +$136.3M |
T TSM | Taiwan Semiconductor ADS | 6.54% | $484.1M | 2,137,279 | $20.87 | $226.49 | +$130.0M |
L LLY | Eli Lilly | 6.25% | $462.7M | 593,584 | $50.38 | $779.53 | -$33.5M |
A AVGO | Broadcom Ltd | 5.71% | $422.8M | 1,533,809 | $115.30 | $275.65 | +$166.6M |
A AAPL | Apple | 5.09% | $376.5M | 1,835,276 | $16.00 | $205.17 | -$91.9M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President, Product Development | Bellingham, WA , United States | |
 | Portfolio Manager and Senior Investment Analyst | Bellevue, WA , United States | |
E Elizabeth Alm | Portfolio Manager and Senior Investment Analyst | Bellingham, WA , United States | |
 | President | Bellingham, WA , United States | |
 | Executive Vice President, Portfolio Manager | Bellingham, WA , United States | |
 | Vice President Information Technology | Kirkland, WA , United States | |
J John Corrieri | Vice President Retirement Services | Bellingham, WA , United States | |
 | Senior Investment Analyst | Berlin, Germany | |
 | Fixed Income Analyst | Bellingham, WA , United States | |
S Sean Spurgin | Portfolio Analyst and Security Data Manager | Bellingham, WA , United States |