U.S. Large Cap Growth ESG

The U.S. Large Cap Growth ESG Strategy takes an integrated approach to environmental, social and governance investing, weighing both alpha opportunity and ESG concerns equally.

The U.S. Large Cap Growth ESG Strategy employs the same investment philosophy and process as Winslow Capital's U.S. Large Cap Growth Strategy, which has been consistently applied for over two decades, while elevating ESG considerations to be of equal emphasis to alpha opportunity.


Proprietary Modeling and Research Drive Our Differentiated View

  • Industry Dynamics

    Identify Drivers of Change:

    • Software as a Service
    • Internet of Things
    • Electronic Payments
  • Research Eco-System

    • Research Network
    • Channel Checks
    • Competitor Contacts
    • Former Managements
    • Web Data Scrapes
    • Private Company Analysis
  • ESG & Controversy Analysis

    • Capture new opportunity
    • Mitigate business risk
    • Serve as good stewards
    • ‘Suggestivist’ approach
  • Winslow Science

    • Proprietary Peer Group Rank
    • Fundamental Change
    • Valuation
    • Price Action
  • Artful Valuation

    • Discounted Cash Flows
    • Competitive Moat
    • Cash Deployment
    • Terminal Value
    • Strategic Importance

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 investing 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. Because its ESG criteria excludes some investments, the Strategy may not be able to take advantage of the same opportunities or market trends as strategies that do not use such criteria. Past performance is no guarantee of future results.