Winslow Management Co. focuses exclusively on green investing, including the areas of renewable energy, energy efficiency, green infrastructure, clean energy, water management, resource optimization, sustainable living, environmental services, green transport and green buildings. The firm seeks to identify companies that are taking advantage of green market opportunities and companies that build competitive advantages through clean and efficient business practices. They look for hidden opportunities among the companies in these market niches. Winslow also looks for companies that are poised for rapid growth and/or companies whose stocks are unrecognized by the broader market. The firm looks for well-financed companies that have experienced management teams, three-to-five year growth rates greater than 20% and PEG and enterprise value (EV) to revenue ratios lower than their peer group.Winslow builds concentrated portfolios that typically hold 40 to 50 positions at a time. They employ bottom-up research that combines financial and environmental analysis. The firm may sell a stock if: (1) the stock has met or exceeded its price target (2) the position has appreciated beyond 10% of the portfolio (3) there is an alteration in the investment premise (4) alternative investment ideas with greater potential are identified or (5) client withdrawals or shareholder redemptions require the sale of securities to raise cash.The firm's Small-Cap Growth strategy offers an environmentally responsible approach for an aggressive growth allocation. The strategy invests in companies that are actively addressing environmental issues with their products and services, as well as, companies across all sectors that responsibly manage their environmental impact. It is primarily a domestic composite, focusing on companies with market-cap less than $2 billion. It is benchmarked against the Russell 2000 Growth Index.Winslow's Green Solutions strategy uses a multi-cap growth investment strategy to invest exclusively in companies offering market-based environmental solutions. The portfolio focuses on companies involved in clean energy, energy efficiency, resource conservation, clean air and water, water management and other market segments which directly impact large environmental challenges. The strategy may invest a portion of assets in international markets and typically focuses on small and mid-sized companies with market-caps of $1 billion to $10 billion. It is benchmarked against the Russell Midcap Growth Index.
