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Triodos Investment Management B.V.
Dick van Ommeren · Asset Manager · Multi-Strategy
Triodos Investment Management B.V. is a globally recognized leader in impact investing and a wholly owned subsidiary of Triodos Bank N.V. Established in 1990 and headquartered in the Netherlands, the firm focuses on sectors that drive positive social and environmental change, such as renewable energy, inclusive finance, and sustainable food and agriculture. With approximately €5.8 billion in assets under management, the institution manages a diverse range of over 20 funds comprising private debt, private equity, and listed impact equities and bonds. The firm is dedicated to making money work for positive change by connecting professional and retail investors with sustainable businesses and projects worldwide.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.7% |
| YTD return | +13.8% |
| Sharpe ratio | 3.30 |
| Win rate | 37% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.triodos-im.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PANW | Palo Alto Networks Inc | 8.9% | +61.7% |
| TSM | Taiwan Semiconductor Manufacturing | 7.4% | +37.2% |
| NVDA | NVIDIA Corporation | 7.2% | +16.0% |
| WMS | Advanced Drainage Systems Inc | 6.1% | -11.4% |
| MA | Mastercard Inc | 6.0% | +0.9% |
| FSLR | First Solar Inc | 5.5% | -15.0% |
| DAR | Darling Ingredients Inc | 5.5% | +58.6% |
| GEN | Gen Digital Inc. | 5.3% | +18.2% |
| ASML | ASML Holding NV ADR | 5.3% | +10.0% |
| KLAC | KLA-Tencor Corporation | 5.1% | -30.0% |
| EBAY | eBay Inc | 4.6% | +23.8% |
| NGG | National Grid PLC ADR | 4.2% | +1.2% |
| TIGO | Millicom International Cellular SA | 4.0% | +73.3% |
| DE | Deere & Company | 3.9% | +42.5% |
| EW | Edwards Lifesciences Corp | 3.8% | +13.3% |
| T | AT&T Inc | 3.7% | +2.0% |
| RELX | Relx PLC ADR | 3.6% | -21.3% |
| BESIY | BE Semiconductor Industries NV ADR | 3.4% | 0.0% |
| PG | Procter & Gamble Company | 3.4% | +0.9% |
| VLTO | Veralto Corporation | 3.3% | -3.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | RELX | 3.3% → 3.6% |
| Aug 31, 2026 | SELL | PANW | 9.0% → 8.9% |
| Aug 31, 2026 | SELL | GEN | 4.8% → 5.3% |
| Aug 31, 2026 | BUY | EW | 3.7% → 3.8% |
| Aug 31, 2026 | BUY | TIGO | 3.9% → 4.0% |
Investment Style Analysis
Triodos Investment Management B.V. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Triodos Investment Management B.V. made a significant move by reducing the position in RELX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is rooted in the conviction that long-term value is created by businesses that balance social, environmental, and economic performance. As a pioneer in impact investing, the firm focuses on five interlinked transition themes: food, resource, energy, society, and wellbeing. All of its funds are classified as Article 9 under the EU Sustainable Finance Disclosure Regulation (SFDR), reflecting a commitment to sustainable investment as a primary objective. Triodos employs an active-only approach, utilizing deep sector expertise to select investments that act as catalysts for a fairer and more sustainable economy while delivering competitive financial returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Triodos Investment Management B.V..
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Frequently asked questions
How is the simulated portfolio for Triodos Investment Management B.V. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Triodos Investment Management B.V.'s largest holding?
As of the latest filing, Triodos Investment Management B.V.'s top position is Palo Alto Networks Inc (PANW), representing 8.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Triodos Investment Management B.V.'s historical performance and risk profile?
Our simulation indicates a total return of +18.7% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of 3.30, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Triodos Investment Management B.V. primarily invest in?
Triodos Investment Management B.V. has a strong preference for the Semiconductors sector, which makes up 14.5% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Triodos Investment Management B.V.'s portfolio concentrated or diversified?
Triodos Investment Management B.V. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Triodos Investment Management B.V. performed in 2026?
Our AI-simulated model portfolio for Triodos Investment Management B.V. tracks a Year-to-Date (YTD) return of +13.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Dick van Ommeren manage Triodos Investment Management B.V. directly?
Yes, Dick van Ommeren serves as the key portfolio manager for Triodos Investment Management B.V., overseeing the investment strategy and final capital allocation decisions.