Riverbridge Eco Leaders®

Performance

(as of 09/30/2019)

 QTDYTD1 Year3 Year5 Year10 YearInceptionFactsheetCommentary
Riverbridge Eco Leaders® (Gross)
Riverbridge Eco Leaders®
-0.61%24.21%6.12%17.12%13.86%15.32%8.07%
Riverbridge Eco Leaders® (Net)-0.77%23.62%5.43%16.31%13.04%14.19%6.90%
Russell 3000® Growth1.10%22.75%2.70%16.36%13.07%14.74%5.05%
S&P 500®1.70%20.55%4.25%13.39%10.84%13.24%5.95%
Periods greater than one year are annualized. Inception Date: 05/31/2000. The above information is supplemental to the GIPS® compliant presentation. Please refer to the GIPS Compliant Presentation and Riverbridge Disclosures.

Overview

Our Eco Leaders strategy invests in transformational, ethical companies positioned for long-term capital appreciation while taking into consideration Environmental, Social, and Governance factors. Because our existing philosophy and process focuses on direct conversations with people, we are uniquely positioned to identify companies with enduring advantages in the ESG space. The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

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

(as of 09/30/2019)

Portfolio Facts

(as of 09/30/2019)

Inception Year2000
Number of Holdings47
Wgt. Avg. Market Cap$130.8 billion
5-Year Turnover17.3%
Investment VehiclesSeparate Account, Mutual Fund
Top 10 Holdings

(as of 09/30/2019)

Microsoft Corporation4.92%
CoStar Group, Inc.4.30%
Fiserv, Inc.3.76%
HEICO Corporation3.56%
Starbucks Corporation3.37%
Ecolab, Inc.
3.32%
Tyler Technologies, Inc.3.24%
IHS Markit Ltd.3.18%
Verisk Analytics Inc.3.07%
Ansys, Inc.2.98%
TOTAL35.69%

Questions?

Contact us

Our Investment Team

Our investment team is in this to steward your growth.

David Choe

CFA, Investments

Julian Dehn

CFA, Investments

Dana Feick

CFA, Investments

Ross Johnson

CFA, Management, Investments

Adam McGrane

CFA, Investments

Rick Moulton

CFA, Principal, Investments

Emily Soltvedt

Investments

Mark Thompson

Principal, Management, Investments
Meet our Investment Team

Eco Leaders is a registered trademark of Riverbridge Partners, LLC