ESG Global Equity

ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.

ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.

Investment Process

ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital. Since 1999, we have searched the globe for companies that meet a dual mandate: environmental leadership and financial quality. Our rigorous selection criteria is fossil fuel free and integrates financial and ESG (environmental, social, and governance) research to seek high quality growth companies at a reasonable price, resulting in an equity portfolio that seeks positive risk-adjusted return.

Contact Information

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

Portfolio Managers

Matthew W. Patsky, CFA
Matthew W. Patsky, CFA
Lead Portfolio Manager
Bio >
Laura McGonagle, CFA
Laura McGonagle, CFA
Portfolio Manager
Bio >
Laura McGonagle, CFA
John Quealy, CPA
Portfolio Manager
Bio >
Patrick Wollenberg, CEFA
Patrick Wollenberg, CEFA
Portfolio Manager
Bio >
Benchmark
MSCI ACWI
Inception Date
1999
Strategy Assets
$763.2mm
Holdings
70-150
% Top 10 Holdings
20.8%
Initial Position Size
0-5%
Annual Turnover
12-30%
Equity Characteristics
as of 9/30/22
ESG Global Equity
MSCI ACWI
ROIC (latest quarterly)
19.84%
16.34%
Operating Margin
23.13%
21.72%
LT Debt/Capital
46.06%
45.44
Sales Growth (5yr growth)
10.12%
11.34%
Market Capitalization
(weighted avg. billions)
$289.00
$305.80
Dividend Yield
2.44%
2.98%
Price/Earnings (FTM EST)
15.3x
13.0x
Sector Allocations vs. Benchmark
as of 9/30/22
ESG Global Equity
MSCI 
ACWI
Information Tech.
21.5%
20.7%
Financials
14.5%
14.6%
Healthcare
13.9%
13.0%
Industrials
13.0%
9.5%
Consumer Discretionary
10.0%
11.5%
Consumer Staples
9.3%
7.7%
Comm. Svcs.
5.5%
7.4%
Materials
5.3%
4.7%
Real Estate
3.1%
2.7%
Utilities
2.6%
3.1%
Energy
0.0%
5.2%
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 9/30/2022 and exclude cash.
Top Ten Countries
as of 9/30/22
ESG Global Equity
MSCI 
ACWI
United States
51.9%
60.5%
France
5.4%
2.6%
United Kingdom
4.5%
3.9%
Switzerland
4.1%
2.9%
Ireland
3.7%
0.9%
Germany
3.6%
1.8%
Japan
3.5%
5.4%
Denmark
2.5%
0.6%
Spain
2.1%
0.6%
Sweden
1.7%
0.8%
As of 9/30/22
QTR
YTD
1 Year
3 Year
5 Year
10 Year
Inception
(1/1/2007)
Gross of Fees
-8.1%
-29.9%
-24.3%
6.3%
7.2%
9.5%
6.7%
Net of Fees
-8.3%
-30.2%
-24.8%
5.6%
6.5%
8.8%
6.0%
MSCI ACWI NR
-6.8%
-25.6%
-20.7%
3.7%
4.4%
7.3%
4.7%
Annualized time-weighted returns for ESG Global Equity composite through 9/30/2022. Time periods less than one year are not annualized. The ESG Global Equity Composite was created on June 24th 2020 and has an inception date of January 1, 2007. Composite Assets are $748.5 million as of 9/30/2022. Past performance is no guarantee of future results. Every investment carries the potential for both profit and loss. IMPORTANT: Please see important performance disclosures below.
GIPS COMPLIANT PERFORMANCE  COMING SOON
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