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 |