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July 06, 2015 6:10 AM ET

Capital Markets

Company Overview of Professionally Managed Portfolios - Portfolio 21 Global Equity Fund

Company Overview

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund is an open-ended equity mutual fund launched by Professionally Managed Portfolios. The fund is managed by Trillium Asset Management LLC. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of companies across all market capitalizations. The fund employs a combination of quantitative and fundamental analysis with a bottom-up stock picking approach focusing on factors like company’s position on various factors such as a history of innovation and competitiveness, products and services that meet important nee...

Two Financial Center

60 South Street

Suite 1100

Boston, MA 02111

United States

Founded in 1999

Phone:

617-423-6655

Fax:

617-532-6688

Key Executives for Professionally Managed Portfolios - Portfolio 21 Global Equity Fund

President and Secretary
Age: 47
Chief Compliance Officer, Anti-Money Laundering Officer and Vice President
Age: 49
Treasurer
Age: 40
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2015.

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund Key Developments

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund, Special/Extraordinary Shareholders Meeting, Apr 02, 2015

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund, Special/Extraordinary Shareholders Meeting, Apr 02, 2015.

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund, Special/Extraordinary Shareholders Meeting, Mar 28, 2014

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund, Special/Extraordinary Shareholders Meeting, Mar 28, 2014., at 09:00 Pacific Standard Time. Location: The offices of U.S. Bancorp Fund Services, LLC. Agenda: To approve a change in the classification of the DSM Large Cap Growth Fund from a diversified fund to a non-diversified fund; and to transact such other business as may properly come before the special meeting, or any adjournments or postponements thereof.

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund, Special/Extraordinary Shareholders Meeting, Nov 20, 2013

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund, Special/Extraordinary Shareholders Meeting, Nov 20, 2013., at 11:00 Central Standard Time. Location: The offices of the Fund's administrator, U.S. Bancorp Fund Services, LLC. Agenda: To consider the investment advisory agreement between Portfolio 21 Investments, Inc. and the Trust on behalf of the Fund; and to transact such other business as may properly come before the Special Meeting or any adjournments thereof.

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