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 2018

Performance

 
  Winslow Russell 3000
1 Year -4.9 -2.3
3 Year 13.8 14.2
5 Years 7.4 10.4
10 Years 14.8 15.1
19 Years 8.4 5.9

Annualized for periods ending 1/31/2019. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

AEROJET ROCKETDYNE HOLDINGS 5.4%
SCHWAB CHARLES FINANCIAL CORP 3.7%
PULTE HOMES INC 3.6%
INTEL CORP 3.5%
LULULEMON ATHLETICA 3.1%
APPLE COMPUTER 2.8%
SVB FINANCIAL GROUP 2.8%
JP MORGAN CHASE & CO 2.6%
MERCK & CO 2.6%
NORDSON CORP 2.5%

Sector Allocation

 
  Allocation
Comm. Services 5.2
Real Estate 5.2
Financials 18.4
Materials 4.0
Energy 3.9
Information Tech 17.1
Industrials 14.6
Consumer Staples 3.0
Health Care 9.7
Consumer Discretionary 19.1

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