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 2018

Performance

 
  Winslow Russell 3000
YTD 5.5 10.6
2 Year 18.8 16.8
5 Years 13.3 15.6
10 Years 9.8 8.6
15 Years 11.0 10.3
18 Years 8.8 5.8

Annualized for periods ending 12/31/2017. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 4.2%
SVB FINANCIAL GROUP 3.7%
SCHWAB CHARLES FINANCIAL CORP 3.6%
LULULEMON ATHLETICA 3.4%
APPLE COMPUTER 3.3%
INTEL CORP 2.9%
PULTE HOMES INC 2.8%
FOSSIL GROUP INC 2.6%
SKYWORKS SOLUTIONS 2.5%
JP MORGAN CHASE & CO 2.4%

Sector Allocation

 
  Allocation
Comm. Services 4.2
Real Estate 4.9
Financials 17.1
Materials 4.1
Energy 4.5
Information Tech 17.3
Industrials 15.3
Consumer Staples 3.5
Health Care 8.3
Consumer Discretionary 18.3

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