Trillium’s Small / Mid Cap Strategy is available to investors as a mutual fund (Ticker: TSMDX) with a minimum $100,000 investment. Registered Investment Advisors may aggregate client accounts to meet the Fund’s minimum investment.
The Fund invests in small and mid cap stocks that are well-diversified across economic sectors and meet Trillium’s sustainability criteria.
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 approach to seek out high quality companies, 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 regularly 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.