INVESTMENT PROFESSIONALS

Jackson W. Robinson
Portfolio Manager,
Small Cap Growth Strategy / Winslow Green Growth Fund
Green Solutions Strategy / Winslow Green Solutions Fund

Jack founded Winslow Management Company in 1983, with the mission of providing green investment services to individual and institutional clients. After several years of managing environmentally responsible portfolios and discovering how they often outperformed unscreened portfolios, he decided in 1991 to focus exclusively on environmentally sustainable investing. Under Jack's leadership, Winslow has developed a unique growth investment style, investing exclusively in companies with clean operations and companies offering green solutions such as organic food production or renewable energy. Winslow's investment strategy seeks hidden opportunities among the companies in these markets - companies that appear poised for rapid growth, or companies whose stocks are undervalued by the broader market.

Jack serves on the Board of Directors of Spartech Corporation (NYSE:SEH), as a director of the Jupiter European Opportunities Trust PLC, and as a Trustee of Suffield Academy, where he chairs the investment committee. Mr. Robinson also serves on the Advisory Board of the American Council for Renewable Energy (ACORE) and participates in the Brown Forum for Enterprise. He is frequently quoted by Barron's, CNBC, The Wall Street Journal, Investor's Business Daily, and The New York Times.

Karina Funk, CFA
Equity Research

Karina provides equity research at Winslow with a focus on clean energy companies and green building products companies. She also serves as backup portfolio manager for Winslow's mutual funds and separate account strategies. She joined Winslow Management Company after previous experience as an independent consultant to entrepreneurs and venture capital investors in the clean energy space. Prior to joining Winslow, she managed direct investments at the Massachusetts Renewable Energy Trust, where she launched an $8 million initiative for early-stage companies and managed the Trust's commitment as lead LP of the Massachusetts Green Energy Fund, a state-sponsored venture capital fund. Earlier in her career, Karina was a strategy consultant at Cap Gemini Ernst & Young, and before that she was at Électricité de France, advising their corporate strategy division on the economics of alternative energy technologies. She holds a B.S. in Chemical Engineering from Purdue University, two Masters degrees from MIT, a post-graduate diploma from the École Polytechnique in France. She is a CFA charterholder.

Elizabeth Levy
Senior Environmental Analyst / Equity Research

Elizabeth provides equity research at Winslow with a focus on water companies and green transportation companies. She also leads Winslow's environmental research effort, tracking environmental trends and conducting the environmental reviews of all potential investments. Before joining Winslow, she worked as a Research Associate for Tellus Institute, an environmental research organization. She serves on the Steering Committee of the Social Investment Research Analysts Network (SIRAN) and co-chairs its Research and Outreach Committee. She holds a B.S. in Chemistry from the College of William and Mary and a Master of Environmental Management from the Yale School of Forestry and Environmental Studies. She is currently a Level III candidate for the Chartered Financial Analyst designation.

Ben Smolley
Equity Research

Ben joined Winslow in October of 2008 as a fundamental equity analyst, with a focus on environmental services and resource efficiency. Prior to Winslow, he was an Investment Banking Analyst at Lehman Brothers within the Communications and Media Group. Prior to joining Lehman Brothers, Ben was a Fellow at the Harvard-Yenching Institute at Beijing University in China, where he conducted extensive field research into the Chinese solar power industry. He holds an A.B. in Government and East Asian Studies from Harvard University.

Daniel Linnehan
Portfolio Trader

Dan is Winslow's primary portfolio trader. He is responsible for the accurate and efficient execution of Winslow's investment decisions, and is an active participant on Winslow's investment committee. Dan has over 15 years of equity trading experience. Prior to joining Winslow, Dan held senior trading positions at Canaccord Adams, Leerink Swann, and Tucker Anthony.

STAFF

Michelle McDonough
Director of Operations

Michelle oversees all of Winslow's operations and administration activites, and brings extensive experience in portfolio and trading operations, information technology and business strategy to Winslow. Prior to joining Winslow, Michelle held the position of Business Analyst at Canaccord Adams, where she acted as an internal consultant on a variety of projects including workflow analysis, technology evaluation, and systems implementation. Earlier in her career she was an operations specialist in asset management. Michelle received her B.S. in Management from Salem State College.

Nancy Denney
Chief Compliance Officer

Nancy I. Denney serves as the Chief Compliance Officer for Winslow Management Company. She is Chief Compliance Officer for Brown Advisory Holdings Incorporated where she is responsible for the compliance program for all of Brown Advisory's operating units and subsidiaries, including Winslow. Prior to joining Brown Advisory in 2008, Ms. Denney served as Chief Compliance Officer and Operations Manager for Alex. Brown Investment Management (ABIM). Prior to joining ABIM in 1988, she worked for Alex. Brown & Sons, Inc. in operations.

Ethan Berkwits
Director of Marketing

Ethan oversees Winslow's sales, marketing and distribution programs. Prior to joining Winslow, Ethan was the marketing director for Green Century Funds, an environmentally responsible mutual fund company based in Boston. Earlier in his career, Ethan was a Principal at Alliance Consulting Group, a Boston-based strategic consulting firm focusing on the technology and consumer products industries, and also spent several years working as an associate within Merrill Lynch's Private Client Group. Ethan received a B.A. in Public Policy from Duke University in 1993, and received his M.B.A. summa cum laude from Boston University in 1996.

Sarah Falk
Client Relations Specialist

Sarah is Winslow's Client Relations Specialist, she ensures quality service for all of Winslow's institutional accounts and serves as the firm's primary point of contact for institutional consultants. Prior to joining Winslow she held the position of Equities Business Analyst & Sales Associate at Canaccord Adams, where she performed extensive department analysis, cultivated client relationships, marketed with executive management teams and played a lead role in organizing the firm’s annual investor conference.  Earlier in her career she was a Senior Analyst at Thomson Financial Research.  Sarah received her B.A. in Economics from Tufts University.