Winslow Green Growth InvWGGFX

Morningstar Rating

Fund Research and Analysis

by William Samuel Rocco

Winslow Green Growth recently lost a key member of its management team.

Comanager Matt Patsky left Winslow Management Company in late October to become CEO of Trillium Asset Management. Winslow is a Boston-based green-investing boutique, while Trillium is a Boston-based SRI specialist. Read more

Kudos

Dedicated to environmentally friendly investing.

Manager is really seasoned and a leader in the green-investing field.

Provides exposure to a range of green industries rather than just one as many green offerings do.

Consistently earns huge gains in favorable conditions. Read more

Risks

Lost an experienced comanager in October 2009.

Suffered enormous losses--and lost more than nearly all its peers--in the late-2007 to early-2009 equity meltdown

Industry and issue concentration comes with lots of risks.

Hard-core small-growth style boosts volatility.

Can tank when managers' picks are off the mark or small-growth stocks crater. Read more

Strategy

The fund's strategy stands out. The manager considers nothing but green firms (those that provide environmental solutions) and clean companies (those that operate in environmentally responsible manners). Read more

Management

The fund lost a key manager, Matt Patsky, in October 2009, but manager Jack Robinson had more than 15 years of investment experience before he founded Winslow in 1983 and is a leader in the green-investing space. He works closely with back-up manager and analyst Karina Funk, two equity analysts, and a trader in Boston. Read more

Inside Scoop

Winslow Green Growth is dedicated to environmentally effective investing, and it follows an extremely bold strategy. Its parent's 2009 merger with Brown Advisory Management should enable this fund and its sibling to remain viable and to be run as they always have been. Read more

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