Fund Inception | 03/30/2007 |
Name of Issuer | Trillium Mutual Funds |
Fund Advisor(s) | Perpetual Americas Funds Services |
Sub-Advisor(s) | Trillium Asset Management LLC |
Fund Managers for PORIX
Matthew Patsky
Portfolio Manager since 07/31/2018
Matthew W. Patsky, CFA- Matt is a managing partner, CEO, portfolio manager, and leads our Sustainable Opportunities strategy. He joined Trillium in 2009, and has three decades of experience in investment research and investment management. Matt began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994.
Laura McGonagle
Portfolio Manager since 04/15/2021
Laura is a Senior Vice President, Portfolio Manager, and Research Analyst. She leads the Trillium Small/Mid Cap Core strategy and is on the portfolio management team of the ESG Global Equity strategy and the Sustainable Opportunities strategy. She joined Trillium Asset Management in 2001. Prior to joining Trillium she was an equity research analyst at Adams, Harkness and Hill, a Boston-based investment bank that focuses on emerging growth companies. Laura’s last position at Adams was as a sell-side equity analyst in the “Healthy Living†group. This group covered specialty consumer stocks which addressed the consumers’ growing awareness of the impact of nutrition, environment and lifestyle choices on their well-being.
Laura earned a B.A. in quantitative economics from Tufts University in 1992. Laura is a member of the CFA Society Boston and is a Chartered Financial Analyst charterholder.
Jeremy Cote
Portfolio Manager since 02/01/2025
Jeremy joined Trillium in 2014 as a Research Analyst covering the technology, media and telecommunications sectors. Prior to Trillium, he was a Senior Investment Analyst at FM Global where he was responsible for fundamental research in the consumer discretionary, internet, media and telecommunications sectors. Before joining FM Global, he was Assistant Vice President, Research Analyst on the US Strategic Investment Team at Baring Asset Management, where he analyzed large cap and small cap equities for the firm’s domestic and global sector portfolios. Prior to Barings, he worked in investment operations at Pell Rudman Trust Company and State Street Corporation. Jeremy is a Chartered Financial Analyst charterholder and a member of CFA Institute and CFA Society Boston, where he serves as a member of the Sustainable Investing Conference Planning Subcommittee. His previous society roles include membership on the Career Development, Global Equities, and Private Wealth Management Subcommittees. He is a member of the Sustainable Investing Research Analyst Network (SIRAN) and served on the Steering Committee for the BizNGO Chemical Footprint Project. He is also currently a member of the UN Principles for Responsible Investment (UN PRI) Listed Equity Steering Committee and the Listed Equity Integration Subcommittee. Jeremy has also participated on several Sustainability Accounting Standards Board (SASB) Industry Working Groups. He holds a B.S. in Applied Economics from Plymouth State University and received both his M.B.A and M.S. in Finance from Boston College.