ESG international conviction

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

ESG International Conviction is an unconstrained, concentrated, benchmark-agnostic strategy that invests in companies across market-cap spectrums and international geographies (global ex-US).

Investment Process

ESG International Conviction applies a long-term, fundamental, bottom-up investment process seeking high-quality companies across market caps and the globe (ex-US) 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 ex-US
Inception Date
2022
Strategy Assets*
$6.1m
Holdings
25-40
% Top 10 Holdings
50.2%
Maximum Position Size
10%
Maximum Region Size
70%
Maximum Single Sector
50%
Maximum Cash Position
10%
* Strategy Assets are supplemental
Equity Characteristics
as of 6/30/22
ESG International conviction
MSCI ACWI ex-US
Number of Stocks
-
1
Active Share
-
Historic 3-yr Sales Growth
-
2.7%
Historic 3-yr EPS Growth
-
10.6%
Average Operating Profit Margin
-
14.5%
Return on Equity
-
16.1%
Net Debt/EBITDA (x)
-
1.7%
Debt/Equity
-
127%
PEFY2 (x)
-
15.2%
Characteristics are provided as additional information. A GIPS compliant presentation is upon request.
Top Countries
as of 6/30/22
ESG International conviction
msci acwi ex-US
United States
-
60.6%
United Kingdom
-
3.9%
Taiwan
-
1.7%
Ireland
-
0.1%
India
-
1.5%
Argentina
-
0.1%
As of 9/1/22
QTR
YTD
1-year
3-year
5-year
10-year
Inception
(9/1/2022)
Gross of Fees
-
-
-
-
-
-
0.0
Net of Fees
-
-
-
-
-
-
0.0
MSCI ACWI ex-US
-
-
-
-
-
-
-
Annualized returns for the ESG International Conviction Composite through 6/30/2022. Time periods less than one year are not annualized. Composite inception is 9/1/2022 for the ESG International Conviction Composite. Please see important performance disclosures at the bottom of this page. Composite Assets are $6.1 million as of 6/30/2022.
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GIPS COMPLIANT PERFORMANCE  COMING SOON
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