Investment Recap

Third Quarter 2010

The third quarter was extraordinarily volatile – an awful August was followed by a splendid September. For the quarter, the Winslow equity portfolio was up approximately in-line with market indices, which advanced nearly 12%. Within our...

Second Quarter 2010

Stocks experienced an 11% correction in the 2nd quarter. Headline news items were mostly negative, ranging from the BP oil spill in the Gulf of Mexico to continued financial troubles in Europe and stubbornly high unemployment in the U.S...

First Quarter 2010

This year’s first quarter began with a better than 5% improvement in stocks, which amounted to the best first quarter in the last ten years. We are pleased that our stocks performed considerably better than the market. There still exist...

Fourth Quarter 2009

The historic stock market recovery that began March 9th continued through the fourth quarter of 2009. For the year, the S&P 500 was up about 26% and the Russell 3000 28%, while our stocks were up approximately 60%. We are pleased to...

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