| |
SHAREHOLDER ACCESS | BROKER ACCESS | OPEN AN ACCOUNT | CONTACT US | ABOUT BROWN ADVISORY |
| ABOUT WINSLOW | WINSLOW GREEN MUTUAL FUNDS | SEPARATELY MANAGED ACCOUNTS | PRESS & PUBLICATIONS | DOCUMENT CENTER |
 |
|
|
1/11/2008 Year-End Review: Winslow Green Mutual Funds Finish 2007 In Convincing FashionPRESS RELEASE January 11, 2007 (Boston) -- The Winslow Green Mutual Funds, a leading provider of green investment solutions, finished 2007 in convincing fashion as the Winslow Green Growth posted another strong year and the Winslow Green Solutions Fund was successfully launched in November 2007. Winslow is firmly established as a pioneer and leader in the world of green investing. The firm has earned recognition and praise over many years from investors, analysts and leading financial publications; its reputation is based on a long-standing commitment to its unique, environmentally focused investment strategy. At a time when many new companies and investment products are launching or rebranding themselves as "green", Winslow continues to demonstrate the value of experience, patience and careful stock selection in building a successful track record in green investing. Winslow Green Growth Fund The Winslow Green Growth Fund (Ticker Symbols: WGGFX, WGGIX) generated very strong performance in 2007 within the small cap growth mutual fund category. In 2007 it achieved the following: The Winslow Green Growth Fund invests in small growth companies, typically less than $2B in market capitalization, and focuses in green market sectors such as renewable energy, natural & organic products, recycling, and water management, as well as environmentally responsible companies within a variety of industries. Winslow Green Solutions Fund The Winslow Green Solutions Fund (Ticker Symbol: WGSLX) was successfully launched in November 2007. The Fund expects to invest globally in companies of varying sizes that derive their primary revenue from green products or services. The Fund's strategy focuses on mid-sized growth companies between $1B and $10B in market capitalization, and may invest up to 50% of assets outside the United States. The Fund’s lead portfolio manager, Matthew Patsky, joined Winslow in 2001 and also serves as co-portfolio manager of the Winslow Green Growth Fund. He has over 20 years of green investment experience and is a recognized expert in the field. "We are excited about the launch of our second mutual fund, at a time when demand for green products and services is growing rapidly," said Patsky. "Concepts like clean energy and natural foods are no longer just exciting ideas for the future – they are driving legitimate, multi-billion dollar growth markets today. And we see the potential for growth in these markets to accelerate even further." The Winslow Green Mutual Funds can be purchased directly and are available through a wide variety of brokerage and retirement platforms. ABOUT THE ADVISER: Winslow Management Company, LLC, is headquartered in Boston, MA, and is an SEC-registered investment advisory firm that specializes in environmentally responsible investing. The firm is the adviser to the Winslow Green Mutual Funds and also manages separate accounts for individuals, endowments, foundations, and pension plans. Winslow has been a pioneer in the field of green investing since 1983. For more information, please call 1-866-804-5414 or visit www.winslowgreen.com. In connection with the Winslow Green Growth Fund, investors should call to request a prospectus that includes investment objectives, risks, fees, expenses and other information that they should read carefully and consider carefully before investing. Distributed by Foreside Fund Services, LLC. Investment in growth stocks may be susceptible to rapid price swings, especially during periods of economic uncertainty. The Funds invest 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 Winslow Green Solutions 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. *For funds with at least a three-year history, a Morningstar Rating™ is based on a risk-adjusted return measure (including the effects of sales charges, loads, and redemption fees) with emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% 4 stars, the next 35% 3 stars, the next 22.5% 2 stars and the bottom 10% 1 star. Each share class is counted as a fraction of one fund within this scale and rated separately. The Morningstar Rating™ is for the Investor Share class only, other share classes may have different performance characteristics. The Winslow Green Growth Fund was rated against 671 and 556 U.S.-domiciled small growth funds over the three year and five year periods ended 12/31/07, respectively. The Fund received a Morningstar Rating™ of 4 stars and 5 stars for the 3- and 5-year periods, respectively. ©2008 Morningstar, Inc. All Rights Reserved. The information herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible.
|
 |
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. Privacy Policy | Proxy Voting Guidelines | Copyright © 2002-2007 Winslow Management Company. All rights reserved. |