Performance
(as of 09/30/2019)
| QTD | YTD | 1 Year | 3 Year | 5 Year | 10 Year | Inception | Factsheet | Commentary | |
|---|---|---|---|---|---|---|---|---|---|
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® Growth | 1.10% | 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 Year | 2000 |
| Number of Holdings | 47 |
| Wgt. Avg. Market Cap | $130.8 billion |
| 5-Year Turnover | 17.3% |
| Investment Vehicles | Separate Account, Mutual Fund |
Top 10 Holdings
(as of 09/30/2019)
| Microsoft Corporation | 4.92% |
| CoStar Group, Inc. | 4.30% |
| Fiserv, Inc. | 3.76% |
| HEICO Corporation | 3.56% |
| Starbucks Corporation | 3.37% |
| Ecolab, Inc. | 3.32% |
| Tyler Technologies, Inc. | 3.24% |
| IHS Markit Ltd. | 3.18% |
| Verisk Analytics Inc. | 3.07% |
| Ansys, Inc. | 2.98% |
| TOTAL | 35.69% |
Questions?
Eco Leaders is a registered trademark of Riverbridge Partners, LLC