August 22, 2014 2:14 PM 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 Portfolio 21 Investments, Inc. 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 ecological limits, environmental stewardship, environmental strategies, stance on human ri...

721 North West Ninth Avenue

Suite 250

Portland, OR 97209

United States

Founded in 1999

Phone:

503-224-7828

Fax:

503-224-5633

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

President and Secretary
Age: 46
Chief Compliance Officer
Age: 48
Treasurer
Age: 39
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2014.

Professionally Managed Portfolios - Portfolio 21 Global Equity Fund Key Developments

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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