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INVESTMENT PHILOSOPHY AND PROCESS


Detailed Information:

Founded in 1983, Winslow has been offering green investment products and services for nearly a quarter-century. Over that time, it has maintained a consistent and simple investment philosophy: carefully selected companies that offer innovative solutions and take advantage of green markets and business practices can offer investors significant growth over the long-term.

At its core, Winslow's investment approach focuses on finding companies that seek to take advantage of green market opportunities, or companies that build competitive advantage through clean and efficient business practices. Within its Green Growth strategy, the firm invests according to a variety of green solutions investment themes, such as clean energy, water management, green transportation, resource efficiency, and others. Within its Green Large Cap strategy, Winslow invests in environmentally sustainable companies across a variety of industries, with a focus on firms that it believes are ideally positioned to benefit from the ongoing transformation to a greener economy. Winslow's strategy is to find hidden opportunities among these companies - companies that appear poised for growth but whose stocks are undervalued or unrecognized by the broader market.

Winslow considers its approach to be somewhat unique. It incorporates various ESG (environmental, social, and governance) analytical tools into its investment decisions, and applies its expertise within green market sectors, in order to seek long-term capital growth that is driven by environmental sustainability. Winslow utilizes a comprehensive approach to green investing, because many different companies - from the newest solar or biodiesel company, to the traditional manufacturer using recycled materials or low-emission production technology - can achieve high levels of financial performance through dedication to high levels of environmental performance.

At the end of the day, Winslow measures its performance against the entire financial services industry - green and non-green managers alike - because that's how individual and institutional investors will measure it over the long-term. Winslow seeks to distinguish itself from other investment management firms in three ways:

"Twenty five years of experience has convinced us that our green investing approach is about more than beliefs and values - it adds immeasurable value to our portfolio decisions."

-Jack Robinson, Winslow Mgmt.

DATE FOUNDED

1983

INVESTMENT STRATEGY

Environmentally sustainable growth investing

CONTACT INFORMATION

Winslow Management Company, LLC
99 High Street
Boston, MA 02110
www.winslowgreen.com
Mutual Funds: 888-314-9049
Advisors / Institutions: 866-804-5414
Separate Accounts: 866-804-5414