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

First Quarter 2020

Performance

 
  Winslow Russell 3000
First Quarter -27.5 -20.9
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

AEROJET ROCKETDYNE HOLDINGS 6.0%
APPLE COMPUTER 5.4%
LULULEMON ATHLETICA 4.6%
TERADYNE INC 4.2%
INTEL CORP 3.8%
PULTE HOMES INC 3.3%
SKYWORKS SOLUTIONS INC 3.3%
NORDSON CORP COM 3.3%
CHARLES SCHWAB CORP 3.1%
ESTEE LAUDER COS 3.0%

Sector Allocation

 
  Allocation
Comm. Services 4.7
Real Estate 3.7
Financials 16.0
Materials 2.5
Energy 1.3
Information Tech 23.7
Industrials 14.8
Consumer Staples 3.8
Health Care 14.2
Consumer Discretionary 15.2

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