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Overview
Winslow Green
Growth Fund
Winslow Green
Solutions Fund
How To Invest
 

WINSLOW GREEN MUTUAL FUNDS - OVERVIEW

WINSLOW GREEN SOLUTIONS FUND

How To Invest

The Winslow Green Solutions Fund is a global growth equity fund. Although the Fund may invest in companies of any size capitalization, the Fund intends to invest a significant portion of its assets in small and medium capitalization companies (i.e., companies with a market capitalization between $1 billion and $10 billion). Currently, the Fund anticipates that its foreign holdings will be in developed equity markets in countries and regions including Canada, Western Europe, Northern Europe, Australia, and Japan.

The Fund intends to invest primarily in equity securities of companies around the world that are providing solutions to environmental challenges. The Fund may invest in any industry sector, but will focus on certain environmentally-oriented investment themes, such as:

  • Clean Energy
  • Water Management
  • Resource Efficiency
  • Sustainable Living
  • Environmental Services
  • Green Transportation
  • Green Building Products

WINSLOW GREEN GROWTH FUND

How To Invest

The Winslow Green Growth Fund is a growth equity fund. Although the Fund may invest in companies of any size capitalization, the Fund intends to invest a significant portion of its assets in domestic small capitalization companies (i.e., companies with a market capitalization below $2 billion) that, in the Adviser’s view, represent attractive growth investment opportunities. Furthermore, the Fund may invest up to 20% of assets in foreign securities.

The Fund intends to invest primarily in equity securities of environmentally sustainable companies, defined by the Adviser as (1) companies with clean and efficient business practices that seek to minimize their environmental impact, or (2) companies whose products or services offer solutions to environmental problems. The Fund may invest in any industry sector, but tends to focus on certain environmentally-oriented investment themes, such as:

  • Clean Energy
  • Water Management
  • Resource Efficiency
  • Sustainable Living
  • Environmental Services
  • Green Transportation
  • Green Building Products