Riverbridge Eco Leaders®

Performance

(as of 03/31/2022)

As of 3/31/2022 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge Eco Leaders®Gross-11.14%-11.14%0.00%18.10%18.41%15.55%9.27%
Net-11.32%-11.32%-0.69%17.33%17.63%14.67%8.15%
Russell 3000® Growth-9.25%-9.25%12.86%22.68%20.16%16.64%7.16%
S&P 500®-4.60%-4.60%15.65%18.92%15.99%14.64%7.50%
Periods greater than one year are annualized. Inception Date: 05/31/2000. The above information is supplemental to the GIPS® Report. Please refer to the GIPS Report and Riverbridge Disclosures.

Overview

Our Eco Leaders strategy was established in 2000. This portfolio is invested in transformational companies that are positioned for superior capital appreciation while also compounding their social impact. They are positioned for long-term growth while also excelling at resource efficiency and sustainable practices. They are leading in their industries in prioritizing Environment, Social, and Governance factors. The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

2021 Responsible Investing Report download image

Investment Philosophy

Riverbridge believes earnings power determines the value of a business, therefore we invest in high quality growth companies that possess the ability to build their earnings power at above-average rates for long periods of time. We define earnings power as companies achieving high returns on invested capital while possessing an enduring strategic advantage in their marketplace. We build portfolios by identifying and buying well-managed companies we believe can maintain consistent unit growth and strong free cash flow, allowing them to finance their growth using internally generated sources of capital.

Sector Weightings

Portfolio Facts

(as of 03/31/2022)

Inception Year2000
Number of Holdings45
Wgt. Avg. Market Cap$348.1 billion
5-Year Turnover12.90%
Investment VehiclesSeparate Account, Mutual Fund
Top 10 Holdings

(as of 03/31/2022)

Microsoft Corporation6.46%
Globant S.A.4.25%
West Pharmaceutical Services, Inc.3.94%
Amazon.com, Inc.3.39%
HEICO Corporation3.38%
Alphabet, Inc. Class A3.32%
Tyler Technologies, Inc.3.25%
CoStar Group, Inc.3.18%
Danaher Corporation3.17%
Fastenal Company2.94%
TOTAL37.29%

Questions?

Contact us

Our Investment Team

Our investment team is in this to steward your growth.

David Choe

David Choe

CFA, Equity Investments
Julian Dehn

Julian Dehn

CFA, Equity Investments
Ross Johnson

Ross Johnson

CFA, Management, Equity Investments
Adam McGrane

Adam McGrane

CFA, Equity Investments
Rick Moulton

Rick Moulton

CFA, Principal, Equity Investments
Emily Soltvedt

Emily Soltvedt

Management, Equity Investments
Mark Thompson

Mark Thompson

Principal, Management, Equity Investments
Meet our Team

Eco Leaders is a registered trademark of Riverbridge Partners, LLC