A passion for investing came at an early age for Gerry Goldberg; he invested in his first stock at the age of twelve. A lifelong Clevelander, Gerry attended the Wharton School of the University of Pennsylvania. There, he witnessed the first of three "tech bubbles" of the 20th century. Many of his classmates and their parents were actively chasing stocks with the suffix, “-tron” or “-tronics” during the mid and late 1960s. This lesson in behavioral finance formulated our founder’s value-oriented, contrarian mindset. Later in his investment career, Gerry witnessed the PC bubble of the 1980s and the dot.com bubble prior to the new millennium. Each experience reinforced a philosophy rooted in identifying intrinsic value rather than following a momentum approach.
In addition to his value orientation, Gerry learned from one of the industry’s first and most successful small-cap investors while at the firm Scudder, Stevens & Clark. He participated by finding undiscovered small-cap stocks located in the Midwest region.To this day, you will notice several Ohio-based companies in all of our portfolios.We believe we have a unique knowledge advantage in our own back yard.
When Winslow was founded in 1992, the investment community was focused on a nine-style box approach rather than on a broad opportunity mandate. Our clients, comprised of institutional and high-net-worth investors, wanted the outsized upside potential found in small-cap stocks, but wanted to mute the potential volatility by adding more stable large-cap stocks. Thus, our All-Cap strategy was born.
The firm has grown in assets, personnel and strategies offered. Today we are a 100% employee-owned firm with approximately $600M in assets. We provide a unique approach to investing to both institutional and high-net-worth investors through our All-Cap, Small-Cap and Balanced strategies.