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

Fourth Quarter 2017

Performance

 
  Winslow Russell 3000
1 Year 23.2 21.1
3 Years 8.6 11.1
5 Years 13.3 15.6
10 Years 9.8 8.6
15 Years 11.0 10.3

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 4.8%
PULTE GROUP INC COM 4.6%
SCHWAB CHARLES CORP COM 4.0%
LKQ CORP COM 3.0%
TERADYNE INC COM 3.0%
SVB FINANCIAL GROUP 2.7%
INTEL CORP 2.7%
NORDSON CORP 2.7%
KLX INC. 2.7%
APPLE COMPUTER 2.6%

Sector Allocation

 
  Allocation
Consumer Staples 4.0
Consumer Discretionary 23.8
Energy 3.9
Health Care 6.4
Industrials 15.7
Real Estate 7.7
Information Tech 16.9
Materials 4.2
Financials 17.5

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