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Advisor Information for AMIDX

Fund Inception09/25/2013
Name of IssuerAmana
Fund Advisor(s)Saturna Capital Corporation
Sub-Advisor(s)--

Fund Managers for AMIDX

Scott Klimo
Portfolio Manager since 09/14/2012
Mr. Klimo is vice president and chief investment officer of Saturna Capital and a deputy portfolio manager of Amana Income and Amana Developing World Funds. He joined Saturna Capital in 2012 as director of research. He received his BA in Asian Studies from Hamilton College in Clinton, NY and also attended the Chinese University of Hong Kong and the Mandarin Training Center in Taipei, Taiwan. Scott has more than 20 years experience in the financial industry with the first several years of his career spent living and working in a variety of Asian countries and the past 10 years working as a senior analyst, research director and portfolio manager covering global equities. He is a supporter of various environmental organizations and served for several years on the Board of Directors of the Marin County Bicycle Coalition. Outside of work, Mr. Klimo is an avid cyclist, private pilot, and scuba diver.From 2001 to 2011, he served as a senior investment analyst, research director, and portfolio manager at Avera Global Partners/Security Global Investors.
Monem Salam
Portfolio Manager since 09/21/2017
Monem Salam is the Executive Director of the Manager as well as a director of Saturna Capital Corporation. He received his degrees from the University of Texas: Bachelor of Arts (Austin) and Master of Business Administration (Dallas). He worked as the Chief Investment Officer for ITG & Associates (Dallas) until 1999, then as a representative with Morgan Stanley (Dallas) until joining Saturna Capital in June 2003. He served as the Director of Islamic Investing and Deputy Portfolio Manager to the Amana Mutual Funds Trust until moving to Kuala Lumpur in 2012 to oversee Saturna Sdn. Bhd. In 2018, he returned to the United States. Monem is an Adjunct Professor at IE Business School and speaks at Islamic finance/investment conferences worldwide and he is co- author of ‘A Muslim’s Guide to Investing and Personal Finance’. Monem has authored the chapter on Islamic investing in both “Contemporary Islamic Finance”, “Islamic Capital Markets” and contributes articles to leading Islamic financial magazines. As a mark of recognition of his achievements in Islamic economy, in 2015 and 2019 the ISLAMICA 500 ranked Monem among 500 of the Islamic world’s most prominent and influential leaders.
Levi Zurbrugg
Portfolio Manager since 04/20/2020
Mr. Levi Stewart Zurbrugg MBA, CPA®, is a senior investment analyst and portfolio manager for Saturna Capital Corporation. Since April 2020, he has been a deputy portfolio manager for the Developing World Fund. From 2014 to 2017, Mr. Zurbrugg served as a sector analyst for Sustainability Accounting Standards Board.