Portfolio manager retention at Green Century could be improved. The firm has lacked continuity over the past five years, with higher-than-average manager turnover. Green Century has showcased a durable product shelf. This is demonstrated by the firm's five-year risk-adjusted success ratio of 100%, meaning that 100% of its products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Green Century's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
10 Questions for Green Century Capital Management’s Leslie Samuelrich
After successful campaigns with Nvidia, AMD, and Intel, what’s next for the climate-related shareholder advocate?