Madison Investments Launches Sustainable Equity Fund | News


MADISON, Wisconsin, January 3, 2022 (GLOBE NEWSWIRE) –

Madison Investments is pleased to announce the addition of a new sustainable fund to its line of risk-conscious mutual funds. Madison Sustainable Equity Fund is an actively managed, high conviction mutual fund designed to seek long-term capital appreciation by investing in common stocks of high-quality, large-cap, sustainable-growth companies that portfolio managers of the Fund, integrate sustainability into their overall strategy.

The fund is managed by Maya Bittar, CFA® and Dave Geisler, who have over 52 years of combined industry experience and have managed the Sustainability Focused Equity Separately Managed Account (SMA) at Madison since 2018.

“Many environmental, social and government principles have been incorporated into our research process for a long time, and we are delighted to launch a fund that invests in companies that make sustainability a strategic priority,” said Rich Eisinger, Head of shares at Madison. Investments, adding: “Maya and Dave have a long experience in managing equity portfolios with particular attention to sustainability factors. “

Earlier this year, Madison Investments signed the UN-backed Principles for Responsible Investment, the world’s leading network of investors fighting for responsible investing by actively integrating environmental, social and governance factors into the analysis. , decision making and ownership practices.

“We believe that high quality, sustainable growth companies that integrate sustainability into their strategy and operations will deliver value to investors over the long term,” said Maya Bittar, portfolio manager. “In our opinion, companies with strong, sustainable attributes are better managers of short and long term risks and opportunities and, as a result, generate better risk-adjusted returns on investment. “

The Madison Sustainability Equity Fund is available in Class Y Individual Shares (MFSYX) and Class I Institutional Shares (MFSIX) with a minimum investment of $ 1,000 and $ 250,000, respectively.

About Madison Investments

Madison Investments, founded in 1974, is an independent investment firm, owned by its employees and founders, providing investment management and advisory solutions. The company, headquartered in Madison, WI, manages approximately $ 24 billion in client assets as of September 30, 2021. Madison Investments four investment teams, fixed income, US equities, international equities and multi-asset solutions, offer investment strategies and solutions to a wide range of clients: financial advisers, consultants, credit unions, insurance companies and private clients. The company has built a national reputation for its superior customer service, excellent risk-adjusted returns and the creation of differentiated portfolios of passive benchmarks.


Carefully consider the investment objectives, risks, and fees and expenses of Madison funds before investing. The prospectus of each fund contains this information as well as other information about the fund. Call 800.877.6089 or visit for a prospectus and read it carefully before investing.

All statistics are as of 09/30/2021.

“Madison” and / or “Madison Investments” is the unifying trade name of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”) and Madison Investment Advisors, LLC (“MIA”), which also includes Madison Scottsdale office. MAM and MIA are registered as investment advisers with the United States Securities and Exchange Commission. Madison funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the United States Securities and Exchange Commission as a brokerage firm and is a member of the Financial Industry Regulatory Authority. The head office of each company listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

All performance data displayed represents past performance. Past performance is no guarantee of future results.

No deposit investment products are federally insured, carry investment risk, may lose value, and are not obligations of, or guaranteed by, any financial institution.

This report is for informational purposes only and is not intended as an offer or a solicitation to buy or sell any security.

Contact: Steven A. Carl, Director and Director of Distribution, Madison Investments [email protected], 608-216-9174

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