Winslow Large Cap Growth ESG
At-a-glance
| Benchmark | Russell 1000® Growth Index |
| Number of positions | 45-55 |
| Typical positions | 1-3% |
| Economic sector | ±10% |
Overview
Seeks to provide long-term capital appreciation by investing primarily in growth-oriented equity securities of large-cap U.S. companies that demonstrate sustainable ESG characteristics.
Strategy highlights
- Aligns purpose with performance: Integrates differentiated fundamental analysis alongside sustainability factors like environmental concerns, human capital and corporate ethics, seeking to drive long-term investment opportunities
- Flexible growth approach: Classifies universe into consistent, dynamic and cyclical growth categories with unique risk and return profiles seeking to provide portfolio diversification across market and business cycles
- Robust ESG analysis & engagement: Multi-sourced data scoring derived from internal responsible investing data platform, complemented by external industry management engagement on ESG best-practices
The strategy employs an integrated active growth approach to ESG investing, equal-weighting both alpha opportunity and ESG concerns. Winslow Capital believes that considering ESG characteristics in investment decisions provides the opportunity to mitigate business risk, serve as good stewards and capture new opportunity.
Portfolio management team
Effective 18 June 2024, Calvin Bohman was added as portfolio manager to the strategy, joining Justin Kelly, Patrick Burton, Steven Hamill and Stephan Peterson. On 30 September 2024, Stephan Peterson will retire as a portfolio manager. These updates do not impact the overall investment strategy.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Investment objectives may not be met.
Growth stocks or growth investing may fall out of favor and underperform value stocks and other investing styles over any period of time. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks.
Non-diversified funds invest in a limited number of issuers and are therefore more vulnerable to changes in the market value of a single issuer or group of issuers than diversified funds. Prices of equity securities may decline significantly over short or extended periods of time. Non-U.S. investments involve risks such as currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
ESG integration incorporates financially relevant ESG factors into investment research in support of portfolio management for actively managed strategies. Financial relevancy of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.
