Amana Income Investor
Amana Mutual Funds Trust1300 North State Street, P.O. Box 2838Bellingham, WA 98225
Nicholas F. Kaiser,Lead Manager since December 31, 1989
Nicholas Kaiser CFA®, MBA, Director and Chairman of Saturna Capital, was born in Bellingham in 1946. Mr. Kaiser graduated from Yale College with a degree in economics and obtained his MBA from the University of Chicago in 1968, with dual majors in International Economics and Finance. Mr. Kaiser purchased control of Unified Management Corporation (Indianapolis) in 1976, and built it into a mid-sized investment management and brokerage firm. After selling Unified to a major insurance company, he returned to Bellingham and founded Saturna Capital in 1989.
Mr. Kaiser and his children control Saturna Capital through its voting stock. A Chartered Financial Analyst charterholder, he is Saturnas chief investment officer. He serves Saturnas mutual funds as trustee, president, and equity portfolio manager.
Mr. Kaisers industry activities include service with the Investment Company Institute (past Governor), CFA Institute (past chapter president), Financial Planning Association (past chapter president), and No-Load Mutual Fund Association (past national president). He currently serves on the volunteer boards of St. Pauls Academy, the Mt. Baker Foundation, and Shawnigan Lake School. He supports a range of non-profit activities, such as the Kaiser Professorship in International Business at Western Washington University. A commercial pilot (retired), ocean sailor, and avid skier, he reads and travels extensively.
Mr. Kaiser has been named to Morningstars Ultimate Stockpickers list three years running (2010, 2011, and 2012); he has twice been nominated for Morningstars Domestic Stock Portfolio Manager of the Year (2006 and 2008) and twice been named to Barrons Top 100 Portfolio Managers (2001 and 2002). Mr. Kaiser was Northwest Business Monthlys Business Person of the Year in 2006, and received Whatcom Business Alliances Lifetime Achievement Award for 2013.
Morningstar Style Box
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