Investment Recap

First Quarter 2022

In our January letter, after remarking about the wonderful 2021 results for stocks, we delineated a handful of concerns facing investors in the New Year including: 1) inflation, 2) tightening by the Federal Reserve, and 3) geopolitics. Of...

Fourth Quarter 2021

U.S. stocks finished strong in the 4th quarter, producing gains of over 9%. Winslow stocks kept pace with the broad market indices during the final quarter and finished the year at over 30%. We delivered outperformance of several...

Third Quarter 2021

Stock markets were essentially flat or “resting” during the 3rd quarter. A September sell-off offset the gains of the prior two months. The year to date results are still quite handsome. So far, in October, stocks have resumed their...

Second Quarter 2021

U.S. stocks continued and accelerated their rise in the 2nd quarter of 2021 gaining over 8%. Winslow stocks are well ahead of the 15% year-to-date return of the broad market averages. As current quarterly earnings announcements unfold, we...

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