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

First Quarter 2018

Performance

 
  Winslow Russell 3000
1 Year 14.1 13.8
3 Years 6.6 10.2
5 Years 10.7 13.0
10 Years 10.3 9.6
15 Years 11.0 10.4
18 Years 8.2 5.5

Annualized for periods ending 3/31/2018. Performance shown net of fees in US $. Past performance is not indicative of future results.

Top Ten Holdings

SCHWAB CHARLES CORP COM 3.9%
AEROJET ROCKETDYNE HOLDINGS 3.6%
PULTE GROUP INC COM 3.4%
INTEL CORP 3.2%
TERADYNE INC COM 3.0%
SVB FINANCIAL GROUP 3.0%
SKYWORKS SOLUTIONS 2.8%
KLX INC. 2.7%
LKQ CORP COM 2.7%
APPLE COMPUTER 2.5%

Sector Allocation

 
  Allocation
Consumer Staples 4.3
Consumer Discretionary 22.0
Energy 4.0
Health Care 7.9
Industrials 14.3
Real Estate 7.2
Information Tech 18.0
Materials 4.0
Financials 18.3

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