Environmentally Responsible and Sustainable GARP Investing: Stephanie R. Leighton, a Senior Vice President, Portfolio Manager and Research Analyst with Trillium Asset Management, LLC.
67 WALL STREET, New York - October 7, 2013 - The Wall Street Transcript has just published its Investing Strategies Report. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Long-Term Investing - Value Investing - Investment Strategies - Longer-Term Investing - Socially Responsible Investing
Companies include: Toyota Motor Corp. (TM), BorgWarner Inc. (BWA), Eaton Corporation (ETN), Koninklijke Philips Electronic (PHG), American Express Company (AXP), International Business Machine (IBM), NV Energy, Inc. (NVE) and many others.
In the following excerpt from the current Investing Strategies Report, an experienced portfolio manager discusses her investing methodology:
TWST: Please introduce our readers to Trillium with a bit of a company history.
Ms. Leighton: Trillium is the leading independent investment adviser exclusively devoted to environmentally responsible and sustainable investments. We've been in business for 31 years. We are headquartered in Boston, and we also have offices in San Francisco and Durham, North Carolina.
We manage $1.2 billion of client assets in separately managed accounts. We're also the subadviser for a fossil fuel free environmental mutual fund, GCBLX, which is run by Green Century Management. It's a balanced fund, and it's performed quite well.
Our investment style is growth at a reasonable price, and we've had a very good track record over the years investing in responsible and environmentally sustainable companies. We fully integrate the analysis of social, environmental and governance practices of companies into our investment research on stocks. We look for companies here in the U.S., and some overseas, but mostly we're a domestic money manager. We have 30 employees. We have three full-time employees who are involved in shareholder activism and advocacy, dialoguing with companies about the social and environmental issues that our clients are interested in. So they are advocating for more women and minorities in positions of management and on boards, for progressive workplaces for employees, for environmentally responsible practices, etc. Over the years we've made significant progress in many of these issues. Last year we filed 22 shareholder resolutions on social and environmental issues. We filed the largest number of socially oriented shareholder resolutions, which was approximately 6% of the total resolutions...
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