HISTORY
Winslow founder Jack Robinson has been an active environmentalist for most of his life. His parents were the co-authors of the classic 1950s homesteading guide, The Have-More Plan, and he was raised in a fully self-sufficient rural household that taught him the value of sustainable living firsthand. In 1979, Jack left behind his career at Prudential Securities to return home to a rural lifestyle in Vermont, and took senior management positions at two environmentally focused organizations: Garden Way, Inc., a private garden supply company, and the National Association of Gardening, a trade association. As CFO of Garden Way, Jack saw that many of the company's most profitable products had 'green' attributes, such as utilization of recycled materials. Seeing the market potential for environmentally responsible products and services, he incorporated Winslow Management Company in 1983 with the mission of demonstrating that an environmentally-focused investment strategy could yield positive results for clients.
Over the past quarter-century, Winslow has developed extensive expertise in the arena of green investing. It has developed a comprehensive portfolio management approach that integrates financial and environmental analysis. It has also expanded its knowledge of crucial green markets, such as renewable energy, energy efficiency, and natural products, over many years of active investment in these sectors.
As it refined its investment approach between 1983 and 2001, Winslow built relationships with individual and institutional clients, including foundations, endowments, subadvisory relationships and pension plans. Over that time it managed separate accounts in a unique, green small cap growth style, as well as a commingled trust fund for clients who could not meet the firm's separate account minimums. In 2001, the firm launched the Winslow Green Growth Fund (WGGFX), the first fund within the Winslow Green Mutual Funds family. Also in 2001, Winslow welcomed portfolio manager Matthew Patsky, a well-known green investing expert, and since that time the firm has continued to add top-quality research analysts to its investment team. In 2003 Winslow began to offer a second investment strategy to clients - its Green Solutions™ strategy - providing a global, multi-cap approach to investing in green market sectors. In 2007, the Winslow Green Solutions Fund (WGSLX) was launched.
Today, Winslow is widely recognized as a pioneer in the rapidly growing field of green investing. Winslow and its portfolio managers are regularly featured in a wide variety of media, such as Time, Barron's, Kiplinger's, SmartMoney, Outside Magazine, Marketwatch.com, TheStreet.com, Forbes, Investment Advisor, CNBC, Bloomberg TV & Radio, and the Christian Science Monitor. In 2007, Winslow's Jack Robinson was recognized in the annual Barron's / Value Line mutual fund manager survey as one of the top 10 equity fund managers in the U.S. for the 2nd year in a row, earning the #2 ranking in the aggressive growth category and the #10 ranking overall. The Winslow Green Growth Fund was also named Best Socially Screened Fund of 2006 by Kiplinger's Personal Finance.
As Winslow celebrates its 25th anniversary in 2008, the company looks forward to another quarter-century of helping its clients and shareholders to capitalize on the potential opportunities in green investing.