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

Second Quarter 2018

Performance

 
  Winslow Russell 3000
1 Year 16.9 14.8
2 Year 17.5 16.6
5 Years 11.0 13.3
10 Years 10.5 10.2
15 Years 10.4 9.6
18 Years 8.7 6.0

Annualized for periods ending 6/30/2018. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

SCHWAB CHARLES CORP COM 3.8%
AEROJET ROCKETDYNE HOLDINGS 3.7%
SVB FINANCIAL GROUP 3.5%
PULTE GROUP INC COM 3.3%
LULULEMON ATHLETICA 3.2%
INTEL CORP 3.0%
APPLE COMPUTER 2.7%
KLX INC. 2.7%
SKYWORKS SOLUTIONS 2.7%
TERADYNE INC COM 2.5%

Sector Allocation

 
  Allocation
Telecom 0.5
Consumer Staples 4.2
Consumer Discretionary 21.6
Energy 4.3
Health Care 8.4
Industrials 14.9
Real Estate 7.5
Information Tech 16.9
Materials 4.2
Financials 17.5

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