“Growth would be awesome if we had an infinite number of Earths." – says Jean David Meloche, Head of Global Equities, Montrusco Bolton. Whenever the team interacts with management teams, sustainability must come up. They like to seek companies that have various entry: big moats, structural advantages, and even structural growth drivers. They are looking for companies that are leading the change in their industry or participating in that change. Pricing power is also very important to them. To make the right decision as a team, the global equity team is focusing on not being swayed by emotion and openly dealing with mistakes and learn from them.

Montrusco Bolton manages a concentrated high-conviction portfolio whose securities are closely screened for ESG criteria. They tend to hold 28 to 40 global names and they reduce risk through ESG analysis and monitoring. The investment team is convinced that investing in sustainability does not mean sacrificing investment returns, and that honesty and transparency can create successful long-term partnerships.

Interested in this fund concept?

Montrusco Bolton's Global Equity team is responsible for the UI I - Montrusco Bolton Global Equity Fund, which is characterised by active stock selection as the most important factor in generating alpha.

For detailed information about the fund, please click the links on the right-hand side.