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Trillium ESG Small/
Mid Cap FUnd
The Trillium ESG Small/Mid Cap Fund invests in small and mid cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria.
The Trillium ESG Small/Mid Cap Fund integrates Trillium’s environmental, social and governance (ESG) criteria and financial analysis process to identify small and mid-sized companies positioned to deliver long-term risk adjusted performance.
Investment Process
Trillium seeks to identify individual companies that satisfy Trillium’s proprietary fundamental and ESG criteria analysis and screening process. In conducting fundamental research, Trillium combines fundamental investment considerations with proprietary ESG criteria analysis and screening. Trillium believes that this integrated approach provides insight into how a company behaves commercially and how it deals with existing and emerging ESG risks and opportunities.
Contact Information
Individual Investors: 866-209-1962
Financial Advisors:
Perpetual Americas Funds Trust
Trillium Funds
c/o The Northern Trust Company
P.O. Box 4766
Chicago, Illinois 60680-4766
(866) 260-9549
Trillium Asset Management
Two Financial Center
60 South Street
Suite 1100
Boston, MA 02111
(800) 548-5684
(8/31/15)
(8/31/15)
(8/31/15)
(8/31/15)
| Month End Holdings | Quarter-End Performance (3/31/24) | Factsheet (12/31/23) | Quarterly Commentary | Schedule of Investments (9/30/23) | Schedule of Investments (3/31/23) | |
|---|---|---|---|---|---|---|
| Fund Documents |  | | | | | |
| Summary Prospectus | Statement of Additional Information | Prospectus | Annual Report | Semi- Annual Report | |
|---|---|---|---|---|---|
| Statutory Documents | | | | | |
Year-End Distributions (2023) | |
|---|---|
| 2023 Capital Gain Distributions Notice | |
Invests in small and mid cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria.
Investment Process
Fundamental equity analysts, who divide coverage by sector, are responsible for providing in-depth analysis of companies and generating new buy ideas consistent with the strategy’s high quality approach, including a rigorous integrated review of financial and Environmental, Social and Governance (ESG) factors. The Investment Management Committee, comprised of portfolio managers and analysts, meets periodically to review and approve recommendations to the buy-list recommended by the analysts. A strategy team, headed by the lead Portfolio Manager, rebalances the portfolio on at least a quarterly basis to identify the best subset of names from the buy-list at that particular point of time. The team leverages an optimization process that helps monitor and control portfolio characteristic exposures while overweighting companies based on a proprietary alpha score that includes an analyst rating. In this sense, the strategy is fundamentally driven, but quantitatively assisted.
Contact Information
Individual Investors: 866-209-1962
Financial Advisors:
Trillium Asset Management Family of Funds
c/o U.S. Bancorp Fund Services, LLC
P.O. Box 701
Milwaukee, WI 53201-0701
(866) 209-1962
info@trilliuminvest.com
Trillium Asset Management
Two Financial Center
60 South Street
Suite 1100
Boston, MA 02111
(800) 548-5684
(8/31/15)
(8/31/15)
(8/31/15)
(8/31/15)
