A passion for investing came at an early age for Gerry Goldberg; he invested in his first stock at age twelve. A lifelong Clevelander, Gerry attended the Wharton School of the University of Pennsylvania. While there, he witnessed the first of three “tech bubbles” of the 20th century. Many of his classmates and their parents were actively chasing stocks with the suffix, “tron” or “tronics” during the middle and late 1960’s. This lesson in behavioral finance formulated our founder’s value-oriented, contrarian mindset. Later in his investment career, Gerry witnessed the PC bubble of the 1980’s and the “dotcom” bubble prior to the new millennium. Each experience reinforced a philosophy rooted in identifying intrinsic value rather than following a momentum approach.
In addition to his value orientation, Gerry learned from one of the industry’s first and most successful small-cap investors while at the firm Scudder, Stevens & Clark. He participated by finding undiscovered small-cap stocks located in the Midwest region. To this day, you will notice several Ohio based companies in all of our portfolios. We believe we have a unique knowledge advantage in our own back yard.
When Winslow was founded in 1992 the investment community was focused on a nine-style box approach rather than a broad mandate such as All-Cap. But, it worked for our clients then and it continues to work today. Our clients, comprised of institutional and high-net worth investors, wanted the outsized upside potential found in small-cap stocks, but wanted to mute the potential volatility by adding more stable large cap stocks. Thus, All-Cap was born.
The firm has grown in assets, personnel and strategies offered. Today, we are a 100% employee-owned firm with approximately $600M in assets. We provide a unique approach to investing to both institutional and high net worth investors through our All-Cap, Small-Cap and Balanced strategies.