ESG Global conviction

ESG Global Conviction is an unconstrained, concentrated, benchmark-agnostic strategy that invests in companies across market-cap spectrums and geographies.

ESG Global Conviction is an unconstrained, concentrated, benchmark-agnostic strategy that invests in companies across market-cap spectrums and geographies that meet the team’s investment and ESG criteria.

Investment Process

ESG Global Conviction applies a long-term, fundamental, bottom-up investment process seeking high-quality companies across market caps and the globe with underappreciated secular growth. The strategy actively seeks to mitigate ESG risks and benefit from ESG opportunities through robust research and active shareholder engagement, applying ESG principals consistently throughout the investment process. The team invests in companies that they believe exhibit six key characteristics: an attractive end market, long-term competitive advantage, high-quality earnings, proven leadership, resiliency, and integrity in acting in the shareholders’ interests.

Contact Information

Tom Simunovic
Tom Simunovic
ESG Investment Strategy Specialist and Relationship Manager
tsimunovic@trilliuminvest.com617-532-6673

Portfolio Managers

Matthew W. Patsky, CFA
Ian Warmerdam, BSC MSC, ASIP
Lead Portfolio Manager
Bio >
Laura McGonagle, CFA
Jamie Mariani, CFA
Portfolio Manager
Bio >
Benchmark
MSCI ACWI
Inception Date
2021
Strategy Assets*
$6.1m
Holdings
25-40
% Top 10 Holdings
50.2%
Maximum Position Size
10%
Maximum Region Size
70%
Maximum Single Sector
40%
Maximum Cash Position
10%
* Strategy Assets are supplemental
Equity Characteristics
as of 12/31/22
ESG Global conviction
MSCI ACWI
Number of Stocks
31
2,900
Active Share
88%
Historic 3-yr Sales Growth
10.1%
2.5%
Historic 3-yr EPS Growth
11.9%
8.7%
Average Operating Profit Margin
21.7%
14.0%
Return on Equity
23.4%
15.7%
Net Debt/EBITDA (x)
1.3
1.7
Debt/Equity
93%
131%
PEFY2 (x)
24.7
16.3
Characteristics are provided as additional information. A GIPS compliant presentation is upon request.
Sector Allocations
as of 12/31/22
ESG Global conviction
Information Tech.
26.0%
Healthcare
18.0%
Consumer Discretionary
15.7%
Financials
13.2%
Comm. Svcs.
9.0%
Industrials
8.3%
Cash
6.0%
Real Estate
3.6%
Consumer Staples
0.0%
Materials
0.0%
Utilities
0.0%
Energy
0.0%
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 12/31/2022.
Country Allocation
as of 12/31/22
ESG global conviction
MSCI ACWI
United States
57.8%
58.3%
United Kingdom
18.0%
4.2%
India
4.9%
1.6%
Uruguay
4.6%
0.1%
Taiwan
4.3%
1.6%
Ireland
3.3%
1.3%
Switzerland
1.0%
3.0%
As of 12/31/22
QTD
YTD
1-year
3-year
5-year
10-year
Inception
(7/1/2021)
Gross of Fees
8.8%
-24.1%
-24.1%
-
-
-
-11.6%
Net of Fees
8.6%
-24.6%
-24.6%
-
-
-
-12.1%
MSCI ACWI NR
5.3%
-28.6%
-28.6%
-
-
-
-16.9%
Annualized time-weighted returns for ESG Global Conviction composite through 12/31/22. Time periods less than one year are not annualized. The ESG Global Conviction Composite was created on October 13, 2021 and has an inception date of July 1, 2021.  Composite Assets are $4.3 million as of 12/31/2022.  Past performance is no guarantee of future results. Every investment carries the potential for profit and loss. IMPORTANT: Please see important performance disclosures below.
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GIPS COMPLIANT PERFORMANCE  COMING SOON
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