All-Cap Core

We employ contrarian thinking and a value methodology to construct a 50-60 stock portfolio, diversified by market capitalization and sector exposure. Art and science converge as we conduct our extensive in-house fundamental research. With a 3-5 year time horizon, we look to identify undervalued stocks within under-followed or unloved areas of the market.

Performance Report

Third Quarter 2019

Performance

 
  Winslow Russell 3000
YTD 19.5 20.1
3 Year 10.5 12.8
5 Years 7.7 10.4
10 Years 11.5 13.1
15 Years 9.5 9.1
19 Years 8.2 6.2

Annualized for periods ending 9/30/2019. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 5.6%
PULTE HOMES INC 4.6%
LULULEMON ATHLETICA 4.0%
TERADYNE INC 3.8%
APPLE COMPUTER 3.7%
ESTEE LAUDER COS 2.9%
BEAZER HOMES USA INC 2.9%
INTEL CORP 2.9%
CHARLES SCHWAB CORP 2.9%
COMCAST CORP 2.8%

Sector Allocation

 
  Allocation
Comm. Services 5.1
Real Estate 4.8
Financials 15.9
Materials 3.0
Energy 2.6
Information Tech 18.9
Industrials 14.0
Consumer Staples 3.6
Health Care 10.6
Consumer Discretionary 21.4

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