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
$984m
Holdings
70-150
% Top 10 Holdings
19.3%
Initial Position Size
0-5%
Annual Turnover
12-30%
Equity Characteristics
as of 9/30/21
Global Equity
MSCI ACWI
ROIC (latest quarterly)
16.99%
14.80%
Operating Margin
21.07%
21.93%
LT Debt/Capital
43.16%
44.27%
Sales Growth (5yr growth)
9.70%
11.90%
Market Capitalization
(weighted avg. billions)
$306.00
$356.10
Dividend Yield
1.60%
2.31%
Price/Earnings (FTM EST)
21.5x
17.2x
Sector Allocations vs. Benchmark
as of 9/30/21
Global Equity
MSCI 
ACWI
Information Tech.
22.5
22.3
Industrials
15.1
9.7
Healthcare
12.8
11.7
Financial Services
14.2
14.4
Consumer Discretionary
11.7
12.4
Consumer Staples
6.5
6.8
Materials
5.5
4.7
Comm. Svcs.
4.9
9.3
Real Estate
3.1
2.6
Utilities
2.8
2.6
Energy
0.0
3.5
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 9/30/2021 and exclude cash.
Top Ten Countries
as of 9/30/21
Global Equity
MSCI 
ACWI
United States
49.0
57.8
Japan
6.1
6.2
France
5.2
2.8
United Kingdom
4.9
3.6
Ireland
3.8
1.0
Germany
3.6
2.3
Switzerland
3.1
2.8
Sweden
2.3
0.9
Denmark
2.2
0.7
Spain
2.2
0.6
As of 9/30/21
QTR
YTD
1 Year
3 Year
5 Year
10 Year
GIPS Inception
(1/1/2007)
Gross of Fees
5.9%
20.3%
40.9%
20.4%
18.8%
15.0%
9.6%
Net of Fees
5.7%
19.8%
40.1%
19.7%
18.0%
14.3%
8.9%
MSCI ACWI NR
-1.1%
11.1%
27.4%
12.6%
13.2%
11.9%
6.7%
Annualized returns for the ESG Global Equity composite through 9/30/2021. Time periods less than one year are not annualized. GIPS composite inception is 1/1/2007 for the ESG Global Equity composite. Please see important performance disclosures at the bottom of this page. Composite assets are $984 million as of 9/30/2021.
GIPS COMPLIANT PERFORMANCE  COMING SOON
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