Precision agriculture Deere tractor in field
Precision Agriculture image © Deere and Company

Eco-EquityTM Strategy

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Our Eco-Equity™ strategy invests in companies within market segments projected to grow due to the increasing need to preserve and restore natural capital and to construct infrastructure more resilient to climate change. The next generation will own the Thick sustainable infrastructure and business systems companies develop today, so we need to be thoughtful about the infrastructure we construct.

Our Investment Objective

We invest in publicly listed equity securities in companies that provide products, services or technologies that support the energy transition, address the scarcity of natural capital, or address the need for climate resiliency.

Prologis, France, solar panels, green roof

Rooftop Solar PV, Prologis

Why Invest?

Eco-Equity™ is for investors who seek to:

Gain exposure to the equity market;

Balance the return on their investment capital and the return on Natural Capital;

Direct investment capital to companies that will significantly impact climate resiliency and resource scarcity.

We invest in companies that are advancing...

Energy and water efficiency
Bank of America Stadium front entrance that Trane worked on

In 2018, Bank of America Stadium set out to improve fan comfort and indoor air quality while reducing costs and lowering the venue's energy use. The solution included collaboration with Trane®, by Trane Technologies (NYSE: TT), a global climate innovator, and their local commercial sales office in Charlotte.

Grid resiliency
Substation

MYR Group contracting the South Street Substation, Providence, RI

Precision agriculture
John Deere tractor

John Deere & Company incorporates cloud-based technologies that allow more precise application of fertilizer to preserve valuable topsoil.

Regenerative agriculture
Pepsico Sustainable Agriculture - a green field with blue sky

Through its Sustainable Farming Program, Pepsico examines the supply chain for its food products and encourages its suppliers to embed regenerative agricultural practices to preserve water and sustain topsoil.

Recycling of material that protects potable water and habitat
ECOLAB inside lab with pipes

Ecolab designs and installs water treatment equipment that removes impurities and recycles water for reuse in commercial and industrial settings.

Water reuse and recycling
Tetra water management aerial view

Tetra Tech assists government agencies in developing more resilient water supplies and sustainable water resources. The company offers integrated water management services for managing water supplies, treating wastewater, managing storm water and protecting from floods.

Groundwater and watershed replenishment
Water reservoir

Water is critical to public health, food security, biodiversity and the climate crisis. Coca-Cola is accelerating efforts to help address water stress, protect local water resources and help build community climate resilience. See Coca-Cola's Water Stewardship Plan here >

Low carbon energy generation
Coterra plant

Coterra Energy is a premier, diversified energy company well positioned to deliver superior and sustainable returns. Built to weather industry cycles with tremendous flexibility between the best oil assets and the best natural gas assets in the country.

Nuclear energy capacity
Nuclear Power plant

Hope Creek Nuclear Generating Station is a thermal nuclear power plant located in Lower Alloways Creek Township, in Salem County, New Jersey, United States, on the same site on Artificial Island as the two-unit Salem Nuclear Power Plant. The plant is owned and operated by PSEG Nuclear LLC.

Investments in Thick sustainable infrastructure span generations, and their impact on environmental sustainability is immediate.

Boy holding globe

We invest in companies that develop or deploy outstanding Thick sustainable infrastructure as they deliver products and services to their customers.

Our Investment Thesis: Over a long-term investment horizon, companies that offer Thick sustainable products, services or technologies will create leading competitive positions - and will offer balanced returns on both financial capital and natural capital.

10%

Market Value of Holdings in water and electric Utilities

14%

Market Value of Holdings impact Agriculture Habitat

10%

Market Value of Holdings impact grid resiliency

North America grid

Eco-Equity Summary

Portfolio Statistics
, as of June 30, 2024
Number of Holdings
28
Capitalization (market weighted)
$250.33B
Dividend Yield
1.81%
Portfolio Turnover Rate
8%
Price/Earnings Ratio (market weighted)
28.58
Price-to-Book Ratio (market weighted)
5.68
Sector Allocation (%)
Sector
Composite Assets
Consumer Discretionary
1.1
Consumer Staples
15.8
Energy
13.3
Industrials
38.2
Information Technology
10.0
Materials
4.2
Real  Estate
4.0
Utilities
10.4
Other
3.0
Thick Infrastructure Allocation (%)
Natural Capital Category
Energy
10%
Atmosphere
38%
Water
9%
Habitat
13%
Resiliency
24%
Cash
6%
Largest Holdings
Name
% of Assets
EQT Corp.
6.20%
IBM Corp.
5.59%
Tetra Tech Inc.
5.58%
Walmart Inc.
5.41%
Trane Technologies plc
5.16%
Deere & Co.
4.50%
Microsoft Corp.
4.45%
Johnson Controls International plc
4.23%
Jacobs Solutions, Inc.
4.22%
Pepsico Inc.
4.20%
Performance
, as of November 30, 2024
Time Period
Portfolio Composite (Gross of Expenses)
Portfolio Composite (Net of Expenses)
CRSP US Total Market TR Index
Month-to-Date  
6.20%
6.20%
6.50%
Quarter-To-Date
4.48%
4.39%
5.62%
Year-to-Date  
25.69%
25.25%
26.09%
Trailing One Year
31.78%
31.32%
32.65%
Trailing Three Years
N/A
N/A
N/A
Trailing Five Years
N/A
N/A
N/A
Since Inception*  
30.98%
30.59%
34.01%

Invest in Eco-Equity today

Join us in preserving and restoring natural capital — become an investor today!

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