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 2020

Performance

 
  Winslow Russell 3000
YTD -9.4 -3.5
3 Year 12.5 14.6
10 Years 11.8 13.4
15 Years 9.5 9.0
20 Years 8.6 6.4

Trailing year performance annualized for periods ending 12/31/2019 . All performance shown net of fees in US $. Past performance is not indicative of future results..

Top Ten Holdings

LULULEMON ATHLETICA 6.1%
APPLE COMPUTER 5.9%
TERADYNE INC 5.3%
AEROJET ROCKETDYNE HOLDINGS 4.5%
PULTE HOMES INC 4.1%
SKYWORKS SOLUTIONS INC 3.8%
NORDSON CORP COM 3.7%
INTEL CORP 3.3%
BIO-RAD LABORATORIES 3.0%
ESTEE LAUDER COS 2.9%

Sector Allocation

 
  Allocation
Comm. Services 4.3
Real Estate 3.7
Financials 15.0
Materials 1.8
Energy 1.5
Information Tech 25.0
Industrials 12.3
Consumer Staples 4.0
Health Care 14.4
Consumer Discretionary 17.8

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