The investment seeks long-term capital growth. The fund is a growth equity fund. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of environmentally sustainable companies. Although the fund may invest in companies of any size capitalization, the fund intends to invest a significant portion of its assets in domestic small-capitalization companies (i.e., companies with a market capitalization below $2 billion) that, in the Adviser's view, represent attractive growth investment opportunities. The fund may invest up to 20% of assets in foreign securities, which may include emerging markets.
Fund filings (PDF) »
David Powell (Started: Oct 1, 2011)
Karina Funk (Started: Oct 1, 2011)
# Contact ?>
Winslow Green Funds, c/o U.S. Bancorp Fund Services, P.O. Box 701