Trillium Asset Management UK Ltd.

Active Portfolios,
Global Impact:

Putting Assets into Action since 1982

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A global leader in ESG investing

About Trillium Asset Management UK Ltd.

A proven investment process, integrated with Trillium’s global leadership in ESG and advocacy, the Trillium UK team combines 45 years of investment experience between Ian Warmerdam and Jamie Mariani, coupled with Trillium’s legacy of nearly 40 years of highly reputable, ESG integrated investment experience.

Based in Edinburgh, both Jamie and Ian are highly experienced portfolio managers and bring a long track record of building outperforming global equity portfolios over many investment cycles.

The team is passionate about the power of sustainability and direct engagement with firms to drive positive impact, with long-standing results in ESG-centric investing and is focused on building upon Trillium’s near 40-year track record of ESG investing and shareholder advocacy with clients in the UK and Europe.

The ESG Global Conviction strategy takes a complementary approach leveraging Trillium’s heritage in proprietary, in-depth and integrated ESG research and commitment to advocacy with Ian Warmerdam’s proven investment process .

£3.1b

Assets Under Management*

* as of 3/31/21
1982

Founded

8

Distinct Strategies

Trillium ESG Global Conviction Strategy

We believe the best companies have a purpose beyond maximizing shareholder returns

An unconstrained, concentrated, high conviction global equity fund (25-40 holdings) not constructed in relation to an index.  A long term, fundamental, bottom-up process, seeking high quality companies with under-appreciated secular growth across the market cap spectrum. While our process does not incorporate ‘top-down’ in the traditional sense (we do not try to predict economic / market cycles and typically do not react to geopolitical events) we do orientate the fund around long-term secular trends we deem to be under-appreciated. We actively seek to mitigate ESG risks and benefit from ESG opportunities through research and active engagement

While we tend to be biased towards quality and growth, strong valuation analysis and work is paramount in our process. We are long term investors and buy our companies with a ‘hold-forever’ mindset. Our modelling and valuation work is typically done on a 5-year horizon. 

ESG Global Conviction Strategy Brochure

Our Sustainable Investment Approach

ESG

  • Key issues identified & measured at industry level

  • Industry peers analyzed, ranked using external and independent information sources

  • Contributions by both fundamental and ESG
    research teams
    *integrated, dynamic approval process

Risk Management

  • Strategy specific criteria

  • Position sizing

  • Risk controls

  • Sell discipline

Fundamentals

  • Industry research focused on predictable growth

  • Identify enduring franchises

  • High quality financials

  • Proven management

Advocacy

  • Direct engagement

  • Sign on letters and coalition efforts

  • Shareholder resolution

  • Proxy voting

The Trillium UK Team

Based in Edinburgh, both Jamie and Ian are highly experienced portfolio managers and bring a long track record of building outperforming global equity portfolios over many investment cycles.

Our Team

Contact Us

For General Enquiries:

+ 44 131 376 7426
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