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
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 |
