Winslow Capital

Socially Aware U.S. Large Cap Growth

Our Socially Aware U.S. Large Cap Growth Strategy:
an active growth approach with Environmental, Social and Governance (ESG) emphasis.

— Investing with No Preferred Habitat

— Diversified across Three Types of Growth

  • Consistent Growth: companies with EPS growth greater than the market and demonstrated acyclicality
  • Dynamic Growth: companies in dynamic positions with superior competitive advantages
  • Cyclical Growth: companies exposed to product, industry, regulatory or economic cyclicality with prospects for superior earnings growth

Winslow Perspective comprised of fundamental research with ESG inputs

ESG Analysis & Controversies

  • Mitigate Business Risk by examining companies' exposure to ESG-related business practices and policies
  • Capture New Opportunity created by evolving environmental and social norms and behavior
  • Be Good Stewards of capital and strive to fulfill responsibilities to this generation and the next

Winslow Perspective

  • Industry Dynamics Analysis identifies potential winners and losers
  • Research Ecosystem drives differiented view
  • ESG & Controversy Input mitigate business risk
  • Artful Valuation focused on identifying market implied dislocations
  • Winslow Science supports deep fundamental work

Experienced Investment Team with Proven Success

  • Growth equity specialists in a structurally advantaged asset class
  • Team averaging more than 20 years of investment experience

Incorporating comprehensive ESG assessment

Overall ESG rank supported by Norm-Based and Controversy Assessment

1200 Stock Universe >$4B

Environment

  • Climate Change
  • Natural Resource Use
  • Waste Management
  • Environmental Opportunities

Social

  • Human Capital
  • Product Safety
  • Social Opportunities

Governance

  • Corporate Governance
  • Business Ethics
  • Public Policy

All investments carry risk, including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. Growth style investing may fall out of favor and underperform other equity investments during given periods. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. Past performance is no guarantee of future results.