BOSTON, Mass., Nov. 11, 2002 – Winslow Management Company, a leading green investing firm, announced today that Matthew W. Patsky, CFA has been named to the position of Portfolio Manager.
In his new position, he will work with President Jackson W. Robinson to make the firm’s portfolio investment decisions.
Before joining Winslow, Patsky, a resident of Boston, served as Director of Equity Research for Boston-based Adams, Harkness & Hill, an emerging-growth investment bank. Winslow merged with Adams, Harkness & Hill in 1999. Directing the firm’s Research Department, he supervised 21 research analysts focused on emerging growth technology, healthcare and consumer companies.
As an analyst, he was responsible for developing the Healthy Living® investment theme and selecting the initial group of companies, now recognized by investment professionals as an important sector. He also wrote many industry reports, including the first report on socially responsible investing ever published by an investment bank. Before joining Adams, Harkness & Hill, he was an analyst for Robertson Stephens, focusing on natural foods, beverages and nutrition. He started his career as a technology analyst at Lehman Brothers, before moving into the emerging-growth consumer sector.
He earned his bachelor’s degree from Rensselaer Polytechnic Institute (RPI) in Troy, N.Y. and is a chartered financial analyst (CFA). He is a member of the Association for Investment Management and Research (AIMR) and the Social Venture Network.
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Winslow Management Company (www.winslowgreen.com) seeks to invest in high growth and environmentally effective companies. From its inception in 1984, Winslow has been investing the assets of high-net-worth individuals, non-profit institutions, and pension funds in growth companies that are environmentally sensitive. Its products and services include: The Winslow Green Growth Fund*, an equity growth fund open to individual and institutional investors; The Green Century Balanced Fund**, to which it is the subadviser; individual portfolio management for high-net-worth individuals and institutions, and a hedge fund that is open to qualified clients. Based in Boston, Winslow manages assets totaling approximately $90 million as of Sept. 30, 2002.
*Mutual funds are subject to market risk, which causes their value to fluctuate. The Winslow Green Growth Fund invests in small and medium size companies which pose greater risks than those associated with larger, more established companies. Forum Fund Services, LLC is the distributor for the Winslow Green Growth Fund. For additional information about this Fund, including fees and expenses, request a prospectus by calling 888-314-9049. Please read the prospectus carefully before investing.
** For a free prospectus with more complete information about the Green Century Balanced Fund, including fees and expenses, please call 1-800-93-GREEN or visit www.greencentury.com. Please read the prospectus carefully before you invest or send money.
The Green Century Balanced Fund is distributed by UMB Distribution Services, LLC 11/02.