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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, Executive Vice President, Director, and Portfolio Manager, received his degrees from the University of Texas: BA (Austin) and MBA (Dallas). He worked as the Chief Investment Officer for ITG & Associates (Dallas) until 1999; then as a representative with Morgan Stanley (suburban Dallas) until joining Saturna Capital in June 2003. He served as the Director of Islamic Investing and a 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.
Levi Zurbrugg
Portfolio Manager since 04/20/2020
Levi Stewart Zurbrugg, CFA, Senior Investment Analyst & Portfolio Manager, joined Saturna in June 2019. He graduated from Western Washington University with a BA in Business Administration and has an MBA from the University of Washington’s Foster School of Business. Prior to Saturna, Levi worked at the Sustainability Accounting Standards Board as a Sector Analyst for the Consumer Staples sector. He is a Certified Public Accountant and Chartered Financial Analyst (CFA) charterholder. Outside of work, Levi enjoys exploring the outdoors via foot, skis, and bikes with his wife and two sons.