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Wednesday, November 14, 2007|
Winslow Grows a Second Green Offering
Winslow Green Mutual Funds has introduced its second mutual fund. The Winslow Green Solutions Fund hit the market on November 1.
Winslow Green Mutual Funds, a pioneer in the field of green investing, today announced the November 1st launch of the Winslow Green Solutions Fund. This new fund joins the well-established Winslow Green Growth Fund in offering investors the opportunity to invest in the green business revolution.
The Winslow Green Solutions Fund expects to invest globally in companies of varying sizes that derive their primary revenue from green products or services. The Fund expects to focus on mid-sized growth companies between $1B and $10B in market capitalization.
The adviser, Winslow Management, has offered a similar Green Solutions strategy to Winslow’s institutional clients since October 2003. Winslow’s approach within this strategy over time has been to buy and hold the companies that, in its view, are true leaders in various established green markets, such as solar & wind power, natural / organic food, or recycling, as well as in newer markets such as energy demand management. (Past performance of this strategy is not indicative of future results for the Fund.)
The Fund’s lead portfolio manager, Matthew Patsky, has over 20 years of green investment experience and is a recognized expert in the field. In addition to his years of green portfolio management experience, he covered green companies as an equity analyst for 15 years starting in the late-1980s, and authored the first report on socially responsible investing ever published by an investment bank in 1994.
“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.”
At a time when many 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 also offers the Winslow Green Growth Fund, which has firmly established itself as a leader within the small cap growth category, earning a 5-Star overall Morningstar Rating™ as of 9/30/07 (among 656 funds in the small growth category; overall Morningstar Rating is derived from a weighted average of risk-adjusted performance figures associated with its 3- and 5- year Morningstar Rating metrics.* Past performance is not indicative of future results.)
“The launch of the Winslow Green Solutions Fund represents, among other things, the evolution of green markets over time,” said Jack Robinson, President of Winslow Management Company. “Once green markets were entirely populated by small start-up companies, but many leading green companies in these markets are now succeeding and have grown significantly. A small-company investment strategy can no longer capture the full range of growth opportunities.”
The Winslow Green Solutions Fund will be available as a direct investment and through a number of brokerage platforms.
Winslow Management Company, LLC, headquartered in Boston, MA is an SEC-registered investment advisory firm that specializes in green investing. With more than $500 million in assets under management for individuals and institutions, Winslow has been a pioneer in the field of green investing since 1983. For more information about Winslow, please call 1-866-804-5414, or visit www.winslowgreen.com.
In connection with the Winslow Green Mutual Funds, 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.
The Funds invest in small and medium capitalization companies, which present greater risks 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 risks.
*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 656 and 548 U.S.-domiciled small growth funds over the three year and five year periods ended 9/30/07, respectively. The Fund received a Morningstar Rating™ of 4 stars and 5 stars for the 3- and 5-year periods, respectively. ©2007 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.
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