Investment Managers Series Trust - Riverbridge Eco Leaders Fund
ECOLX
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- Investment Managers Series Trust - Riverbridge Eco Leaders Fund (ECOLX) is a diversified, all-cap growth mutual fund that invests primarily in equity securities of high-quality U.S. growth companies demonstrating strong earnings power, sustainable high returns on invested capital, and positive environmental impact through resource productivity, social responsibility, and corporate governance best practices; the fund targets "Eco Leader" companies across sectors including information technology, health care, industrials, consumer discretionary, financials, commercial services, and real estate, with top holdings such as NVIDIA Corporation, Microsoft Corporation, HEICO Corporation, Amazon.com, Inc., and Tyler Technologies, Inc. Organized as a series of Investment Managers Series Trust, a Delaware statutory trust established in 2007 and co-sponsored by Mutual Fund Administration Company (MFAC) and UMB Fund Services, the fund is managed by Riverbridge Partners, LLC, an independent investment adviser founded in 1987 and headquartered at 80 South Eighth Street, Suite 1500, Minneapolis, Minnesota; Riverbridge implements a bottom-up investment process emphasizing in-depth fundamental research, high-quality management teams, peer reviews, and low portfolio turnover (9.4% over five years), while maintaining approximately 43 holdings with a weighted average market capitalization of $713.6 billion as of September 30, 2024. The strategy, with roots in Riverbridge's Eco Leaders composite launched on May 31, 2000, serves institutional and individual investors seeking long-term capital appreciation through responsible growth equity exposure, benchmarked against the Russell 3000 Growth and S&P 500 indexes, and operates without leverage, derivatives, short positions, or illiquid investments across U.S. markets. No major acquisitions, funding rounds, partnerships, new product launches, or strategic shifts have been reported for the fund within the last 1-2 years; performance as of September 30, 2024, shows annualized net returns of 15.05% year-to-date, 28.67% over one year, 12.78% over five years, and 8.09% since inception, with lower downside capture relative to benchmarks.