Sustainable Opportunities

Down Arrow

A high-conviction, sustainability-themed strategy that invests in companies positioned to thrive as we transition to a more sustainable economy.

A high-conviction, sustainability-themed strategy that invests in companies positioned to thrive as we transition to a more sustainable economy.

Investment Process

The strategy uses a thematic approach to identify companies addressing sustainability challenges in three areas: Climate Solutions, Economic Inclusion, and Healthy Living. A team of fundamental, sector focused analysts conduct bottom-up financial analysis including a rigorous integrated review of financial and environmental, social, and governance (ESG) factors. The Investment Management Committee, comprised of portfolio managers and analysts, meets periodically to review and approve recommendations to the buy-list recommended by the analysts. A strategy team, headed by the lead Portfolio Manager, rebalances the portfolio on at least a quarterly basis to identify the best sub-set of names from the buy-list at that particular point of time. The team monitors portfolio exposures relative to the benchmark using an optimizer and scenario analysis as we review the impact of potential trades.

Contact Information:

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

Portfolio Managers

Laura McGonagle, CFA
Laura McGonagle, CFA
Portfolio Manager
Bio >
Matthew W. Patsky, CFA
Jeremy A . Cote, CFA
Portfolio Manager
Bio >
Paul Hilton, CFA
Paul Hilton, CFA
Lead Portfolio Manager
Bio >
Paul Hilton, the lead portfolio manager for the Sustainable Opportunities strategy left Trillium on July 12, 2024. We’re actively recruiting an external lead portfolio manager to fill Paul’s role.
Benchmark
S&P 1500
Inception Date
2008
Strategy Assets*
$532m
Holdings
40-60
% Top 10 Holdings
38.52%
Initial Position Size
0-5%
Target Tracking Error
4-7%
Sector Deviation +/-
n/a
Annual Turnover
20-30%
Vehicle Type
Separate Account**
* Strategy Assets are supplemental

** Traditional separately managed accounts as well as model delivery through intermediary partnerships.
Equity Characteristics
as of 6/30/24
Sust. Opp.
S&P 1500
Market Capitalization
(weighted avg. billions)
$501.76
$932.69
Dividend Yield
1.18%
1.34%
P/E (FTM EST)
23.8x
20.6x
Price/Book
4.0x
4.3x
Est. 3-5 Yr. EPS Growth
13.68%
12.32%
ROIC
17.47%
21.00%
LT Debt/Capital
37.92%
39.60%
Sector Allocation vs. Benchmark
as of 6/30/24
Sust. Opp.
S&P 1500
Information Technology
36.0%
30.7%
Industrials
13.9%
9.1%
Financials
11.7%
12.8%
Health Care
10.3%
11.6%
Consumer Discretionary
8.5%
10.3%
Consumer Staples
7.3%
5.7%
Materials
4.8%
2.5%
Real Estate
4.2%
2.5%
Utilities
3.1%
2.3%
Communication Services
0.0%
8.8%
Energy
0.0%
3.8%
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 6/30/2024 and exclude cash.
As of 6/30/24
QTR
YTD
1 Year
3 Year
5 Year
10 Year
Inception
(10/1/2008)
Gross of Fees
2.4%
7.8%
8.8%
-0.9%
10.1%
9.7%
10.2%
Net of Fees
2.3%
7.5%
8.2%
-1.5%
9.4%
9.0%
9.4%
S&P 1500
3.7%
14.3%
23.5%
9.4%
14.6%
12.5%
12.4%
Annualized time-weighted returns for Sustainable Opportunities composite through 6/30/2024. Time periods less than one year are not annualized. The Sustainable Opportunities Composite was created on August 28, 2011 and has an inception date of October 1, 2008.  Composite Assets are $296.1 million as of 6/30/2024. 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.
Down Arrow
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.