The Stewardship Fund

09/17/2026

We recently had a meeting with our Ethics Advisory Board!

The Stewardship Fund’s Ethics Advisory Board is comprised of ordained pastors who provide spiritual guidance on the fund’s investment decisions. The board meets annually to review companies and industries through the lens of Biblical values, helping to ensure that investment opportunities align with the fund’s commitment to faithful stewardship. The board carefully considers and may seek to avoid a company whose primary business is inconsistent with Biblical principles.

https://www.thestewardshipfund.net/

08/18/2026

Our latest Shareholder Letter!

https://www.thestewardshipfund.net/post/q2-2026-shareholder-letter

This material is for informational purposes only and does not constitute investment, legal, or tax advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Past performance is not indicative of future results.

Dear Shareholders, If there is one constant in investing in 2026, it is uncertainty. Every day seems to bring a new headline capable of moving markets. One week we face geopolitical conflict, soaring oil prices, and expectations of a more accommodative Federal Reserve; the next, tensions ease, oil p...

05/11/2026

Our latest quarterly Shareholder Letter is now available to read!

https://www.thestewardshipfund.net/post/q1-2026-war-ai-and-uncertainty

(This material is for informational purposes only and does not constitute investment, legal, or tax advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Past performance is not indicative of future results.)

Dear Shareholders, The first quarter of 2026 has been a significant period for the markets. As discussed in previous letters, I began the year preparing for a tumultuous environment. While a direct conflict with Iran was not my specific baseline, we have always maintained readiness for "black swan"....

04/15/2026

Our most recent Shareholder letter!

https://www.thestewardshipfund.net/post/q4-2025-shifting-markets-and-a-look-at-the-future

(This material is for informational purposes only and does not constitute investment, legal, or tax advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Past performance is not indicative of future results.)

Dear Shareholders, 2025 turned out to be a fantastic year for The Stewardship Fund. We outperformed the S&P with returns of 19.81%, bringing our total return to 72.3% since the launch of The Stewardship Fund. This great performance (by our fund and the overall market) has me thinking about the futur...

03/17/2025

Our website www.thestewardshipfund.net just launched! Check us out!

The Stewardship Fund is all about creating long-term value for our partners by investing in great companies that are consistent with our Biblical worldview. We believe that the Bible teaches us to be good stewards of our resources. We do this by researching companies, finding undervalued opportuniti...

08/18/2022

We are excited to announce the launch of The Stewardship Fund on October 1, 2022!