August 27, 2014 2:36 PM ET

Capital Markets

Company Overview of Quaker Investment Trust - Quaker Capital Opportunities Fund

Company Overview

Quaker Investment Trust - Quaker Capital Opportunities Fund is an open-ended equity mutual fund launched and managed by Quaker Funds Inc. It is sub-advised by CAK Capital Management, Inc. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies across all capitalizations. It employs fundamental analysis with top down and bottom up stock picking approach to create its portfolios. The fund conducts in-house research to make its investments. It benchmarks the performance of its portfolio against the S&P Total Return 500 Index. Quaker Investment Trus...

309 Technology Drive

Malvern, PA 19355

United States

Founded in 2002

Phone:

610-455-2200

Fax:

610-455-2222

Key Executives for Quaker Investment Trust - Quaker Capital Opportunities Fund

Chairman of the Board of Trustee and Chief Executive Officer
Age: 71
Chief Investment Officer
Chief Operating Officer and Secretary
Age: 44
Treasurer and Trustee
Age: 64
Chief Compliance Officer
Age: 48
Compensation as of Fiscal Year 2014.

Quaker Investment Trust - Quaker Capital Opportunities Fund Key Developments

Quaker Investment Trust - Quaker Capital Opportunities Fund, Special/Extraordinary Shareholders Meeting, Oct 02, 2012

Quaker Investment Trust - Quaker Capital Opportunities Fund, Special/Extraordinary Shareholders Meeting, Oct 02, 2012., at 10:30 US Eastern Standard Time. Location: 309 Technology Drive. Agenda: To consider and vote on the proposed liquidation of the Fund; and to transact such other business as may properly come before the Meeting or any adjournment(s) thereof.

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