David Winters of the Wintergreen Fund reported his Q2 portfolio. David Winters
bought Mastercard, Google Inc., Canadian Natural Resources Ltd., Berkshire Hathaway B, and sold Barrick Gold Corp., and Potash Corp. Of Saskatchewan during the three months ended 06/30/2011, according to the most recent filings of his investment company, Wintergreen Advisors. As of 06/30/2011, Wintergreen Advisors owns 16 stocks with a total value of $554 million. These are the details of the buys and sells.
Wintergreen Fund is now five years old. The Fund's positive investment return for 2010 outperformed its benchmark, the Standard and Poor's 500 Composite Index (S&P 500). Since inception on Oct. 17, 2005, over five years ago, the Fund's cumulative performance compared very favorably to the S&P 500's cumulative return. Continue Reading »