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

First Quarter 2019

Performance

 
  Winslow Russell 3000
1 Year 2.4 8.8
3 Year 11.5 13.5
5 Years 6.8 10.4
10 Years 15.3 16.0
15 Years 9.0 8.7
19 Years 7.9 5.7

Annualized for periods ending 3/31/2019. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 4.4%
LULULEMON ATHLETICA 3.7%
INTEL CORP 3.5%
CHARLES SCHWAB CORP 3.4%
PULTE HOMES INC 3.4%
APPLE COMPUTER 3.0%
SVB FINANCIAL GROUP 2.9%
TERADYNE INC 2.8%
ESTEE LAUDER COS 2.6%
COMCAST CORP 2.5%

Sector Allocation

 
  Allocation
Comm. Services 5.1
Real Estate 5.3
Financials 16.9
Materials 3.8
Energy 4.0
Information Tech 18.2
Industrials 13.5
Consumer Staples 3.5
Health Care 10.2
Consumer Discretionary 19.6

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