Tortoise Global Water ESG Fund (TBLU)

• Market cap: $53.5M
• 1 day: -1.02%
• 5 days: 0.27%
• 1 month: 3.00%
• 3 months: 2.79%
• 6 months: 0.91%
• Year to date: 4.28%
• 1 year: 6.61%
• 5 years: 68.79%
• 10 years: 93.56%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

24% more capital invested

Capital invested by funds: $13.5M [Q3] → $16.7M (+$3.2M) [Q4]

11.55% more ownership

Funds ownership: 19.35% [Q3] → 30.89% (+11.55%) [Q4]

6% more funds holding

Funds holding: 33 [Q3] → 35 (+2) [Q4]

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11