Sustainable
Growth.
A high-conviction equity strategy investing in companies driving the transition to a more sustainable global economy. Positive impact with disciplined return and risk objectives.
10.8%
5-Year CAGR
0.92
Sharpe Ratio
$3M
Minimum Inv.
2018
Inception
Investment Philosophy
Sustainable Growth demonstrates that environmental, social, and governance (ESG) integration enhances rather than compromises investment returns. We believe that companies solving the world's biggest challenges will be the market leaders of tomorrow.
Our process goes beyond simple exclusion. We apply a proprietary Materiality Framework to identify companies where sustainability is a core driver of revenue growth and competitive advantage, not just a compliance exercise.
Core Themes
Energy Transition
Renewable generation, grid modernization, and energy efficiency solutions.
Circular Economy
Waste reduction, sustainable packaging, and water management technologies.
Health & Wellbeing
Innovative healthcare, food safety, and ed-tech platforms.
Performance History
vs MSCI ACWI ESG Leaders| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| YTD 2025 | +11.5% | +9.8% | +1.7% |
| 1 Year | +13.2% | +11.0% | +2.2% |
| 3 Years (Ann.) | +8.9% | +7.5% | +1.4% |
| 5 Years (Ann.) | +10.8% | +9.2% | +1.6% |
| Since Inception | +10.1% | +8.8% | +1.3% |
Strategy Details
- Asset Class
- Global Equity
- Style
- ESG / Impact
- Holdings
- 35-45
- Benchmark
- MSCI ACWI ESG
- Carbon
- -60% vs Bench
- Fee Structure
- 0.85% Flat
Portfolio Manager
Maria Santos
Head of ESG
12 years of sustainable investing experience. Formerly Senior Impact Analyst at Generation Investment Management.
Interested in this Strategy?
Download the full factsheet or schedule a discussion with our investment team.
IMPORTANT DISCLOSURES: Sustainable investing focuses on companies that demonstrate adherence to environmental, social and governance (ESG) practices; therefore the universe of investments may be limited. Future performance is not guaranteed. Impact metrics are based on reported company data and proprietary estimates.