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
Third Quarter 2020
Performance
| Winslow | Custom Benchmark | |
|---|---|---|
| YTD | -3.7 | -6.9 |
| 1 Year | 5.9 | 1.0 |
| 3 Years | 10.7 | 4.4 |
| 5 Years | 8.4 | 9.1 |
| 10 Years | 8.1 | 10.7 |
Trailing year performance annualized for periods ending 9/30/2020. All performance shown net of fees in US $. Past performance is not indicative of future results. The Winslow Custom Benchmark = 50% Russell 3000 Value (w/income), 25% Russell 3000 (w/income) & 25% Russell 2000 (w/income)
Top Ten Holdings
| APPLE COMPUTER | 6.6% |
| LULULEMON ATHLETICA | 6.0% |
| PULTE GROUP INC | 5.1% |
| TERADYNE INC | 4.6% |
| AEROJET ROCKETDYNE HOLDINGS | 4.2% |
| SKYWORKS SOLUTIONS INC | 4.0% |
| NORDSON CORP COM | 3.4% |
| BIO-RAD LABORATORIES | 3.1% |
| ESTEE LAUDER COS INC | 3.1% |
| SVB FINANCIAL GROUP COM | 2.7% |
Sector Allocation
| Allocation | |
|---|---|
| Utilities | 0.9 |
| Comm. Services | 4.9 |
| Materials | 1.4 |
| Tech | 23.3 |
| Industrials | 12.2 |
| Real Estate | 3.5 |
| Health Care | 14.1 |
| Financials | 14.9 |
| Energy | 0.9 |
| Consumer Staples | 4.0 |
| Consumer Discretionary | 17.0 |
