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.
All-Cap Core
Performance Report
Fourth Quarter 2020
Performance
| Equity Composite | Russell 3000 | Secondary Benchmark | |
|---|---|---|---|
| 1 Year | 16.3 | 20.9 | 10.3 |
| 3 Years | 10.4 | 14.5 | 7.8 |
| 5 Years | 13.7 | 15.4 | 10.7 |
| 10 Years | 11.3 | 13.8 | 10.1 |
| 15 Years | 9.6 | 10.0 | 7.0 |
| 20 Years | 9.3 | 7.8 | 6.3 |
Trailing year performance annualized for periods ending 12/31/2020. All performance shown net of fees in US $. Past performance is not indicative of future results. The Winslow ^Secondary Benchmark = 50% Russell 3000 Value (w/income), 25% Russell 3000 (w/income) & 25% Russell 2000 (w/income)
Top Ten Holdings
| TERADYNE INC | 5.8% |
| APPLE COMPUTER | 5.8% |
| LULULEMON ATHLETICA | 5.3% |
| AEROJET ROCKETDYNE HOLDINGS | 4.6% |
| PULTE GROUP INC | 3.8% |
| SKYWORKS SOLUTIONS INC | 3.5% |
| CHARLES SCHWAB | 3.4% |
| SVB FINANCIAL GROUP COM | 3.3% |
| ESTEE LAUDER COS INC | 3.2% |
| NORDSON CORP COM | 2.8% |
Sector Allocation
| Allocation | |
|---|---|
| Utilities | 0.8 |
| Comm. Services | 4.6 |
| Materials | 3.2 |
| Tech | 23.0 |
| Industrials | 13.8 |
| Real Estate | 3.5 |
| Health Care | 13.0 |
| Financials | 16.9 |
| Energy | 1.3 |
| Consumer Staples | 4.0 |
| Consumer Discretionary | 15.7 |
