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 2019

Performance

 
  Winslow Russell 3000
1 Year 31.4 31.0
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

APPLE COMPUTER 4.7%
AEROJET ROCKETDYNE HOLDINGS 4.6%
PULTE HOMES INC 4.4%
LULULEMON ATHLETICA 4.3%
TERADYNE INC 4.1%
SKYWORKS SOLUTIONS INC 3.1%
INTEL CORP 2.9%
CHARLES SCHWAB CORP 2.9%
ESTEE LAUDER COS 2.8%
NORDSON CORP COM 2.8%

Sector Allocation

 
  Allocation
Comm. Services 4.4
Real Estate 4.6
Financials 15.8
Materials 2.6
Energy 2.7
Information Tech 20.8
Industrials 12.8
Consumer Staples 3.2
Health Care 11.7
Consumer Discretionary 21.1

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