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Winslow Green Growth Fund Outperforms Small Cap Mutual Fund Peers With Green Investing Strategy

Submitted by: Winslow Management Company

Categories: Socially Responsible Investing, Corporate Social Responsibility

Posted: Jul 10, 2007 – 08:00 AM EST

 

Jul. 10 /CSRwire/ - July 10, 2007 -- Winslow Management Company, LLC, a pioneer of green investing since 1983, is pleased to report that the Winslow Green Growth Fund - an environmentally responsible, small cap growth mutual fund – has earned the following ratings and rankings from Morningstar and Lipper:

  • 5-STAR OVERALL MORNINGSTAR RATING(TM) AS OF 6/30/07

    (Among 645 funds in the small growth category. The Overall Morningstar Rating for the Fund is derived from a weighted average of risk adjusted performance figures associate with its 3- and 5- year Morningstar Rating Metrics.*)

  • RANKED BY LIPPER IN TOP 1% FOR 3- AND 5-YEAR PERFORMANCE AMONG SMALL-CAP GROWTH MUTUAL FUNDS FOR PERIODS ENDED 6/30/07

    (For 1-, 3- and 5- year performance, the Fund ranked 114 (top 20%) out of 565, 4 (top 1%) out of 458 and 3 (top 1%) out of 380 funds, respectively. Lipper ranks funds in various fund categories by making comparative calculations using total returns.**)

    (Past performance is not indicative of future results.)

    The Fund, now in its seventh year of public operation, has firmly established itself as a leader within the small cap growth category. At a time when many new companies and investments 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.

    The core of the Winslow Green Growth Fund’s approach focuses on companies that seek to take advantage of green market opportunities, or companies that build competitive advantage through clean and efficient business practices. The Fund invests in green solutions sectors such as renewable energy, natural products, recycling, and water management, as well as environmentally responsible companies within a variety of industries. The portfolio manager’s strategy is to find hidden opportunities among the small companies in these market niches - companies that appear poised for rapid growth, or companies whose stocks are unrecognized by the broader market.

    "Environmentally responsible investors will find that Winslow Green Growth [Fund] has real merit as a supplemental holding," said Morningstar senior fund analyst William Rocco in a recent report. "The Fund takes a more comprehensive approach to green investing than do many of its peers. [It] goes beyond screening out big polluters and other problematic companies, and actively seeks out providers of environmental solutions and exceptionally green firms."

    The 5-star Overall Morningstar Rating(TM) is the most recent of a string of acknowledgments for the Winslow Green Growth Fund from leading financial information sources. The Fund was named the Best Socially Screened Fund of 2006 by Kiplinger's Personal Finance Magazine, a leading financial publication and a trusted source of information for individual investors. The Fund’s lead manager, Jack Robinson, earned the #1 ranking within the aggressive growth category, and the #9 ranking overall, in the 2006 Barron's / Value Line annual ranking of the nation’s top mutual fund managers. It was the only green investing fund, and the only socially responsible fund, to earn a position among the top 100 fund managers for 2006.

    "The Fund's success represents a major opportunity to spread the word about Winslow's green investing philosophy and about green solutions in general," said Robinson. "There's a growing level of interest in green investing, at the individual level as well as the institutional level, and it's important for people to realize that you don't have to sacrifice performance in order to have a green portfolio."

    The Winslow Green Growth Fund is available in investor and institutional share classes, and can be purchased directly or through a number of brokerage platforms. Winslow Management Company also manages separate accounts for individuals and institutions, and a hedge fund that is open to qualified investors.

    Winslow Management Company, LLC, headquartered in Boston, MA is an SEC-registered investment advisory firm that specializes in environmentally responsible, small-cap growth investing. With more than $400 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.

    This press release is not an offer or a solicitation to purchase any investment products not available outside of the United States.

    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.

    The Fund invests in small and medium capitalization companies. Investments in these companies involve greater risk, such as limited product lines, markets, and financial or managerial resources. The Barron's/Value Line fund manager survey screened 3,334 equity funds, eliminating funds with more than two lead managers and funds managed by managers with less that three years tenure. It also eliminated sector funds and funds with less than $100 million in assets. 505 managers finally qualified to be scored based on how much risk-adjusted value they added relative to others with the same Value Line investment objective. The Fund was subjectively awarded the Best Socially Screened Fund 2006 award by the editors and staff at Kiplinger's. Kiplinger's did not define any specific criteria or prerequisites for award consideration, other than funds that maintained social screens.

    *For funds with at least a three-year history, a Morningstar Rating(TM) 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(TM) is for the Investor Share class only, other share classes may have different performance characteristics. The Winslow Green Growth Fund was rated against 645 and 533 U.S.-domiciled small growth funds over the three year and five year periods ended 6/30/07, respectively. The Fund received a Morningstar Rating(TM) 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.

    **Lipper is an independent monitor of mutual fund performance.

  • For more information, please contact:

    Ethan Berkwits Winslow Management Company
    Phone: 617.788.1607
    Phone 2: f 617.788.1605

     

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