Quaker Investment Trust is a professionally managed investment management firm offering a family of mutual funds. We are committed to long-term value creation, disciplined portfolio management, and investments that align with impact-oriented values.

We combine traditional financial rigor with a strong commitment to social and environmental responsibility. Our portfolios are designed for sustainable, risk-adjusted returns and often include investments that positively impact underserved communities.

Our funds are managed by experienced professionals — including portfolio managers Andy Kaufman, Thomas Lott, and Alexander Alario — each with deep expertise in equities, fixed income, and ESG strategies.

Our current mutual fund offerings include:

• Quaker Impact Growth Fund
• Quaker Small/Mid-Cap Impact Value Fund
• Quaker Core Impact Equity Fund
• Quaker Global Tactical Allocation Fund

Our funds are designed to offer capital appreciation and long-term growth while also addressing societal and environmental issues through impact investing strategies.

Yes. Our funds are actively managed using bottom-up fundamental analysis, value-based selection, and dynamic asset allocation models.

Total Annual Fund Operating Expenses are capped at 1.74%, excluding 12b-1 fees. We also offer sales charge discounts on investments of $50,000 or more.

Yes, generally $100.

• The Institutional Class Shares require a minimum investment of $1,000,000, although this may be waived at the adviser’s discretion.
• Retail share minimums vary by fund and are detailed in each fund’s prospectus.

Impact investing integrates financial returns with measurable positive social or environmental outcomes. At Quaker, this includes investments in mortgage-backed securities that support minority households, low-income communities, and community banks.

We partner with reputable entities such as CDFIs (Community Development Financial Institutions) and conduct rigorous due diligence on all socially responsible investment channels.