Overview
The Sustainable Leaders strategy focuses on companies with favorable Environmental, Social, and Governance (ESG) characteristics and low industry-specific risks to construct a portfolio of primarily large-capitalization stocks with sustainable competitive advantages, durable business models and strong management teams. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles.
Strategy Manager
Anne T. Durkin, CFA
Investment Industry Experience:
29 years
Top 10 Holdings
as of 9/30/23
MICROSOFT CORP (MSFT)
ALPHABET INC CLASS A (GOOGL)
VISA INC CLASS A (V)
PROCTER & GAMBLE CO (PG)
THE HOME DEPOT INC (HD)
ADOBE INC (ADBE)
ILLINOIS TOOL WORKS (ITW)
CISCO SYSTEMS INC (CSCO)
ACCENTURE PLC CLASS A (ACN)
BLACKROCK INC (BLK)