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Trillium Esg Global Equity Fund Institutional Shares (PORIX)

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58.69 -0.03 -0.05%

05/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 594.63M

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PORIX Overview

On this page you'll find an in-depth profile of Trillium Esg Global Equity Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of PORIX among other information.

Contact Information

Address P.O. Box 701
Milwaukee,WI 53201-0701
United States

Phone 866.209.1962

Web www.trilliummutualfunds.com

Top Executives

Name	Title	Since	Until
Jeremy Cote	Portfolio Manager	2025	Now
Biography	Jeremy joined Trillium in 2014 as a Research Analyst covering the technology, media and telecommunications sectors. Prior to Trillium, he was a Senior Investment Analyst at FM Global where he was responsible for fundamental research in the consumer discretionary, internet, media and telecommunications sectors. Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed large cap and small cap equities for the firm’s domestic and global sector portfolios. Prior to Barings, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation. Jeremy is a Chartered Financial Analyst charterholder and a member of CFA Institute and CFA Society Boston, where he serves as a member of the Sustainable Investing Conference Planning Subcommittee. His previous society roles include membership on the Career Development, Global Equities, and Private Wealth Management Subcommittees. He is a member of the Sustainable Investing Research Analyst Network (SIRAN) and served on the Steering Committee for the BizNGO Chemical Footprint Project. He is also currently a member of the UN Principles for Responsible Investment (UN PRI) Listed Equity Steering Committee and the Listed Equity Integration Subcommittee. Jeremy has also participated on several Sustainability Accounting Standards Board (SASB) Industry Working Groups. He holds a B.S. in Applied Economics from Plymouth State University and received both his M.B.A and M.S. in Finance from Boston College.
Laura L. McGonagle	Portfolio Manager	2021	Now
Biography	Laura is a Senior Vice President, Portfolio Manager, and Research Analyst. She leads the Trillium Small/Mid Cap Core strategy and is on the portfolio management team of the ESG Global Equity strategy and the Sustainable Opportunities strategy. She joined Trillium Asset Management in 2001. Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living” group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being. Laura earned a B.A. in quantitative economics from Tufts University in 1992. Laura is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
Matthew W. Patsky	Director of Equity Research & Analyst	2018	Now
Biography	Matthew W. Patsky, CFA- Matt is a managing partner, CEO, portfolio manager, and leads our Sustainable Opportunities strategy. He joined Trillium in 2009, and has three decades of experience in investment research and investment management. Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994.
Samantha D’Amore	Portfolio Manager	2024	2024
Biography	-Portfolio Manager -Managed the fund since 2023 -Joined Trillium Asset Management, LLC in 2023 -Began business career in 2004
John Quealy	Chief Investment Officer & Portfolio Manager	2021	2024
Biography	John Quealy is Chief Investment Officer and Portfolio Manager of the ESG Global Equity strategy. He oversees the management of all investment strategies and portfolio construction at Trillium. He joined the firm in 2018 and has extensive experience in sustainable investing. Prior to joining Trillium, John spent 17 years with Canaccord Genuity in Equity Research, where he was a Managing Director, specializing in the Sustainability and Industrial Technology sectors. He joined the firm as an Associate in 2000, helping to launch this franchise in the United States. Over his career, John helped lead Canaccord’s efforts across this emerging area, having previously served as Sector Head overseeing Sustainability Equity Research in North America and the UK. John has covered a broad array of companies in the Energy Technology, Water, Recycling, Agriculture, and Electrical Equipment sectors. Prior to Canaccord, John worked for Deloitte & Touche, where he was a Manager in the Audit and Assurance practice, serving a wide range of domestic and international, public, and private companies. John has served on the boards of Rosie’s Place (founded in 1974 as the first dedicated Women’s Shelter in the U.S.) and the Environmental League of Massachusetts (ELM). John received a B.S. degree in Accounting and Philosophy cum laude from Boston College and is a licensed Certified Public Accountant in Massachusetts.
Patrick Wollenberg	-	2019	2024
Biography	Patrick is a Portfolio Manager of the Trillium ESG Global Equity strategy and Research Analyst covering the financial sector. Patrick joined as an Analyst in September 2018 with previous experience as a portfolio manager and equity research analyst for several Global and European equity funds at ING Investment Management and Robeco Asset Management, where he started his career in 1994. Immediately prior to joining Trillium, he was an Investment Director at John Hancock Investments (JHI), covering global, international, emerging markets and US equity funds for John Hancock. While at JHI, Patrick served as an ESG specialist at the firm, driving product development, content creation and client education. Patrick also served in due diligence roles at Merrill Lynch Global Wealth & Investment Management. Patrick completed his Masters of Science (Honors) in Business Administration in 1992 and Masters of Science Economics (Honors) in 1994 from Erasmus University Rotterdam, The Netherlands. Patrick is a Certified European Financial Analyst.
James(Jim) T. Madden	Senior Vice President	1999	2021
Biography	"James Madden, CFA - Senior Vice President, Co-Portfolio Manager Jim Madden joined Calamos Investments in 2021 and contributes more than 30 years of investment industry experience. Together with Co-Portfolio Manager Tony Tursich, Jim leads the firm’s Sustainable Equities Team. In the 1990s while at Portfolio 21, Jim and Tony developed a research and investment process that combined traditional fundamental analysis with a focus on sustainable and ESG-oriented business attributes. At Portfolio 21, Jim also served as Chief Investment Officer and senior portfolio manager, overseeing one of the first global ESG mutual funds in the United States. In 2014, the fund was acquired by Trillium Asset Management and renamed Trillium ESG Global Equity Fund (PORTX). Jim earned a bachelor’s degree and an MBA from the University of Wisconsin. "
Anthony S. Tursich	Senior Vice President	1999	2018
Biography	"Anthony Tursich, CFA - Senior Vice President, Co-Portfolio Manager Tony Tursich contributes more than 25 years of experience in socially and environmentally responsible investing strategies. Together with Co-Portfolio Manager Jim Madden, Tony leads the firm’s Sustainable Equities Team. He joined Calamos Investments following its 2021 acquisition of Pearl Impact Capital, LLC, the company he founded in 2018, where he served as Chief Investment Officer and as portfolio manager since inception for three ESG-integrated portfolios. Prior to launching Pearl Impact Capital, Tony and Jim served as portfolio managers for Trillium ESG Global Equity Fund (PORTX), which was launched in 1999 at Portfolio 21 and acquired by Trillium Asset Management in 2014. Tony is an investment advisory board member for Multnomah County, Oregon, and a board member for the CFA Society of Portland. He graduated from Montana State University with a bachelor’s degree in Business Administration and received an MBA from Portland State University."

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