Riverbridge Eco Leaders®

Performance

(as of 03/31/2021)

As of 3/31/2021 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge Eco Leaders®Gross-1.75%-1.75%58.76%24.17%21.88%15.81%9.74%
Net-1.91%-1.91%57.76%23.37%21.06%14.85%8.59%
Russell 3000® Growth1.19%1.19%64.31%22.39%20.87%16.35%6.89%
S&P 500®6.17%6.17%56.35%16.78%16.29%13.91%7.12%
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 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.

2020 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

(as of 03/31/2021)

Portfolio Facts

(as of 03/31/2021)

Inception Year2000
Number of Holdings46
Wgt. Avg. Market Cap$225.9 billion
5-Year Turnover13.90%
Investment VehiclesSeparate Account, Mutual Fund
Top 10 Holdings

(as of 03/31/2021)

Microsoft Corporation4.88%
CoStar Group, Inc.3.88%
Tyler Technologies, Inc.3.41%
Globant SA3.32%
Amazon.com, Inc.3.18%
Grand Canyon Education, Inc.3.10%
Paycom Software, Inc.2.92%
Veeva Systems Inc Class A2.88%
HEICO Corporation2.73%
salesforce.com, inc.2.69%
TOTAL32.99%

Questions?

Contact us

Our Investment Team

Our investment team is in this to steward your growth.

David Choe

David Choe

CFA, Investments
Julian Dehn

Julian Dehn

CFA, Investments
Ross Johnson

Ross Johnson

CFA, Management, Investments
Adam McGrane

Adam McGrane

CFA, Investments
Rick Moulton

Rick Moulton

CFA, Principal, Investments
Emily Soltvedt

Emily Soltvedt

Management, Investments
Mark Thompson

Mark Thompson

Principal, Management, Investments
Meet our Team

Eco Leaders is a registered trademark of Riverbridge Partners, LLC