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 2017

Performance

 
  Winslow Russell 3000
YTD 15.7 13.9
1 Year 20.6 18.7
3 Years 8.9 10.7
5 Years 12.5 14.2
10 Years 8.4 7.6
15 Years 11.0 10.3

Annualized for periods ending 9/30/2017. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 5.8%
PULTE GROUP INC COM 4.0%
SCHWAB CHARLES CORP COM 3.6%
SKYWORKS SOLUTIONS INC COM 2.9%
LKQ CORP COM 2.9%
TERRADYNE INC 2.8%
KAISER ALUMINUM CORP 2.7%
FOREST CITY ENTERPRISES CL A 2.6%
APPLE COMPUTER 2.6%
COMCAST CORP 2.5%

Sector Allocation

 
  Allocation
Consumer Staples 4.0
Consumer Discretionary 23.4
Energy 3.8
Health Care 6.9
Industrials 16.2
Real Estate 8.2
Information Tech 16.5
Materials 4.6
Financials 16.5

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