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 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 >
Matthew W. Patsky, CFA
Jeremy Cote, CFA
Portfolio Manager
Bio >
Benchmark
MSCI ACWI
Inception Date
1999
Strategy Assets
$862.74m
Holdings
87
% Top 10 Holdings
29.6%
Initial Position Size
0-5%
Annual Turnover
29.09%
Equity Characteristics
as of 12/31/24
ESG Global Equity
MSCI ACWI
ROIC (latest quarterly)
22.97%
19.64%
Operating Margin
23.90%
23.22%
LT Debt/Capital
40.16%
43.60%
Sales Growth (5yr growth)
13.55%
13.65%
Market Capitalization
(weighted avg. billions)
$689.45
$750.35
Dividend Yield
1.96%
2.06%
Price/Earnings (FTM EST)
18.8
17.9
Sector Allocations vs. Benchmark
as of 12/31/24
ESG Global Equity
MSCI 
ACWI
Information Tech.
26.7%
26.0%
Financials
15.9%
16.8%
Industrials
11.8%
10.2%
Consumer Discretionary
11.0%
11.3%
Healthcare
9.9%
9.7%
Consumer Staples
7.9%
5.9%
Comm. Svcs.
6.7%
8.2%
Materials
4.3%
3.5%
Real Estate
3.2%
2.0%
Utilities
1.8%
2.5%
Energy
0.0%
3.8%
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 12/31/2024 and exclude cash.
Top Ten Countries
as of 12/31/24
ESG Global Equity
MSCI 
ACWI
United States
60.0%
66.6%
Japan
4.9%
4.8%
Germany
4.5%
1.9%
United Kingdom
3.9%
3.1%
Switzerland
3.5%
2.0%
France
3.5%
2.3%
Sweden
2.2%
0.7%
Australia
2.2%
1.5%
Italy
2.0%
0.6%
Taiwan
2.0%
2.0%
As of 12/31/24
QTR
YTD
1 Year
3 Year
5 Year
10 Year
Inception
(1/1/2007)
Gross of Fees
-3.9%
9.0%
9.0%
0.9%
9.9%
10.7%
8.1%
Net of Fees
-4.0%
8.3%
8.3%
0.2%
9.2%
10.0%
7.4%
MSCI ACWI NR
-1.0%
17.5%
17.5%
5.4%
10.1%
9.2%
6.8%
Annualized time-weighted returns for ESG Global Equity composite through 12/31/2024. Performance results before 12/31/2014 were from accounts managed at another entity. 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 $862.7 million as of 12/31/2024. 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.
GIPS COMPLIANT PERFORMANCE  COMING SOON
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