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GREEN MARKETS EXPERTISE


Detailed Information On Winslow's Investment Philosophy & Process:

Over the course of over 25 years of green investing, Winslow has developed extensive expertise in various green solutions market sectors such as clean energy, water management, green transportation, resource efficiency, and others. The firm's investment team includes veteran green portfolio managers, leading thinkers in the field of green investing, and a strong team of equity research professionals that bring a wide variety of perspectives to Winslow's investment process.

Over the years Winslow has gained experience in perceiving the difference between the hype surrounding an exciting but unworkable idea, and the development of a significant green market opportunity. Winslow's collective expertise, earned over a long period of time, is more valuable in today's market than ever before - the significant environmental and public health challenges faced by society have created equally significant business and investment opportunities:

  • The global challenges of climate change and resource scarcity are creating unprecedented demand for clean energy solutions and other climate-related solutions
  • A continued shift to healthier lifestyles in our society is generating brisk growth in organic foods and natural products
  • Brand opportunities, cost-benefit analysis and simple common sense now support booming industries like recycling, green transportation and green construction

Within its Green Large Cap strategy, Winslow invests in a fully diversified portfolio, focused on companies poised to benefit from the trends listed above.

In Winslow's Green Growth strategy, the firm invests specifically in "green solutions" sectors such as:

  • Clean Energy: stand alone power and back-up systems based on wind, solar, flywheels, batteries and fuel cells; biofuels; energy production companies deriving significant percentage of energy from renewable sources
  • Water Management: water and wastewater services including sewerage and treatment infrastructure; new technology-based solutions such as membranes and UV disinfection
  • Resource Efficiency energy efficiency technologies; waste reduction and associated technologies; recycling and resource management; recycled materials
  • Sustainable Living: healthy lifestyle sector including organic foods, complementary medicines and many other categories of natural products
  • Environmental Services: companies directly benefiting from increased environmental legislation, including environmental consultancies and providers of safety equipment
  • Green Transport: integrated public transport systems; vehicle emissions and energy efficiency control technologies
  • Green Buildings: includes energy-saving technology and materials, environmentally friendly materials, and certified green architecture and construction services

Winslow believes that the companies in its portfolios will continue to benefit from a combination of ecological, regulatory, societal, and economic factors. However, these are difficult markets to navigate and investment experience is critical to a successful strategy. Winslow believes that a careful and selective approach to choosing portfolio companies is vital when attempting to earn consistently above-average returns.

"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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