Spotlight on Trillium’s Small/Mid Cap Portfolio
Trillium’s Small/Mid Cap (SMID) portfolio was launched in 2001 and invests in small and mid-capitalization companies across economic sectors that also meet Trillium’s sustainability criteria. As of March 31, 2014, the strategy has over $100 million in assets. The SMID investment strategy team, led by Laura McGonagle, CFA, seeks to find stocks with superior earnings growth prospects that are available at a reasonable price. Prior to joining Trillium in 2001, Laura was a sell-side equity analyst focusing on consumers’ growing awareness of the impact of nutrition, environment, and lifestyle choices on their well-being. Investing For a Better World’s editor, Randy …
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