U.S. Large Cap Growth ESG

The U.S. Large Cap Growth ESG Strategy seeks to align purpose with performance by combining differentiated fundamental analysis with environmental, social and governance factors.

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.

image/svg+xml ESG Analysis & Controversies Capture new opportunity created by evolving environmental and social norms and behavior Serve as good stewards of capital and strive to invest in ESG leaders and avoid ESG laggards Mitigate Business Risk by examining companies’ exposure to ESG-related business practices and policies Serve as good stewards of capital and strive to invest in ESG leaders and avoid ESG laggards ‘Engagement’ approach aims to promote better corporate behavior
Winslow
Perspective

Proprietary Modeling and Research Drive Our Differentiated View

  • Industry Dynamics

    Identify Drivers of Change:

    • Software Productivity
    • Ascendency of Electric Vehicles
    • Internet of Things
  • Research Eco-System

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

    • Proprietary Peer Scoring Tool
    • Governance and Controversy Data from Independent Research Vendors
  • 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. Past performance is no guarantee of future results.

Strategies that select securities based on ESG or similar criteria may forgo certain market opportunities available to strategies or products that do not use these criteria. Because a portfolio’s ESG investment criteria and/or proprietary framework may exclude securities of certain issuers for non-financial reasons, a portfolio may forgo some market opportunities available to portfolios that do not use these criteria or may be required to sell a security when it might otherwise be disadvantageous to do so. This may cause the portfolio to underperform the relevant market or other portfolios that do not use an ESG investment strategy. In addition, there is a risk that the companies identified by the portfolio’s ESG investment criteria do not operate as expected when addressing ESG issues.

There is a risk that Winslow Capital will not successfully execute the strategy even after applying its investment process and sell discipline. There can be no guarantee that Winslow Capital's decision will provide the intended result, and there can be no assurance that the investment strategy will succeed.