Tortoise Global Water ESG Fund (TBLU)

• Market cap: $54.6M
• 1 day: -0.13%
• 5 days: -1.24%
• 1 month: 0.72%
• 3 months: 7.91%
• 6 months: 4.11%
• Year to date: 11.35%
• 1 year: 11.35%
• 5 years: 64.13%
• 10 years: 106.68%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

2.3% more ownership

Funds ownership: 30.9% [Q4 2024] → 33.2% (+2.3%) [Q1 2025]

4% more capital invested

Capital invested by funds: $16.7M [Q4 2024] → $17.3M (+$598K) [Q1 2025]

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3% less funds holding

Funds holding: 35 [Q4 2024] → 34 (-1) [Q1 2025]