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INVESTMENT PROCESS / PORTFOLIO CONSTRUCTION


Detailed Information On Green Investing At Winslow:

Winslow offers its clients two very different green investing options. Its Green Large Cap strategy provides a fully diversified portfolio of companies that are already strongly positioned for growth within their core markets, and also stand to benefit from environmental trends that Winslow has identified. Its Green Growth strategy offers exposure to green solutions markets, through investment in clean energy, green transportation, and other companies that are directly solving environmental challenges.

Although these strategies are different, each reflects several core tenets of Winslow's fundamental investment philosophy:

Bottom-up fundamental research: Winslow utilizes an intensive, bottom-up research process that incorporates financial and environmental analysis (for more details see the "Environmental / Governance Research" and "Green Markets Expertise" pages in this section). Elements of its fundamental research include:

  • on-site company visits to tour facilities and meet key employees
  • review of publicly available materials and regulatory filings
  • review of corporate governance policies and practices
  • interviews with customers, suppliers and competitors
  • outreach to industry experts
  • continuous dialogue with company management

Long-term investing: In each of Winslow's strategies, the portfolio managers view themselves as long-term owners of companies, as opposed to temporary holders of a stock for trading purposes. Within the Green Large Cap strategy, the portfolio managers specifically target a low portfolio turnover figure. Within the Green Growth strategy, the portfolio manager maintains the same long-term ownership philosophy for portfolio holdings; however, a higher turnover rate is generated simply due to the opportunities for adding or subtracting to existing positions based on short-term price movements.

Concentrated portfolios: Winslow believes that the best way to deliver performance over the long-term is to thoroughly analyze portfolio candidates and to focus its portfolios only on those companies that appear to have the strongest growth potential. This highly selective process results in concentrated portfolios, typically 40-50 positions at any given time.

Diversification does not assure a profit or protect against loss in a declining market.

"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

This Internet site is not an offer to sell or a solicitation of an offer to buy shares in any jurisdiction outside the United States. Past performance is no guarantee of future results. The Winslow Green Growth Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and may be obtained by calling 888-314-9049, or visiting www.winslowgreen.com. Read carefully before investing. Distributed by Quasar Distributors, LLC. Winslow Management Company is a registered investment advisor.

Investment in growth stocks may be susceptible to rapid price swings, especially during periods of economic uncertainty. The Winslow Green Growth Fund ("the Fund") invests in small and medium capitalization companies, which present greater risk than larger companies due to limited product lines, markets and financial or managerial resources. The Fund invests in foreign securities, which present increased risk over U.S. investments in the form of currency fluctuation, different regulation, accounting standards, trading practices and levels of available information, generally higher transaction costs, and political risk; it also focuses on green solutions companies, which presents increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors. Total return figures include reinvestment of investment income and capital gains. During the period, some of the Fund's fees were waived or expenses reimbursed; otherwise, total return would have been lower. Prior to April 1, 2001, Winslow Management Company managed a common trust fund (“CTF”) with investment objectives and policies that were, in all material respects, equivalent to the Fund. The Fund’s performance for periods before April 1, 2001 is that of the CTF and reflects the expenses of the CTF. If the CTF’s performance had been readjusted to reflect estimated expenses of the Fund for its first fiscal year, the performance would have been lower. The CTF was not registered under the Investment Company Act of 1940 (“1940 Act”) nor subject to certain investment limitations, diversification requirements, and other restrictions imposed by the 1940 Act and the Internal Revenue Code, which, if applicable, may have adversely affected the performance results.

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