David Winters

David Winters

Last Update: 2014-02-14
Related: Wintergreen Fund

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $905 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Winters' s Profile & Performance

Profile

Manager of Wintergreen Fund, David J. Winters, was formerly chief executive officer and chief investment officer of Franklin Mutual Advisers. Winters resigned from that $35 billion fund behemoth in order to found his own mutual fund. The Wintergreen Fund (WRGNX), incepted in October 2005.

Web Page:http://www.wintergreenfund.com/

Investing Philosophy

Winters is a value investor. He believes in holding solid companies for the long-term. He prefers to invest in companies that he thinks will do well in all market conditions, and avoids the current fad.

Total Holding History

Performance of Wintergreen Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201316.8131.55-14.7
20127.5115.4-7.9
20110.572.08-1.5
3-Year Cumulative26.3 (8.1%/year)55 (15.7%/year)-28.7 (-7.6%/year)
201021.0915.066.0
200932.7826.466.3
5-Year Cumulative103.1 (15.2%/year)125.5 (17.7%/year)-22.4 (-2.5%/year)
2008-39.05-37-2.0
200721.135.6115.5
200620.115.794.3

Top Ranked Articles

David Winters Is Having a Ball
Things are going swimmingly for David Winters, the quick-witted, good-natured, spirited manager of the new Wintergreen Fund and former chief honcho at Franklin Mutual Series. Read more...
The ABCs of Global Value Investing
Value investor David Winters is smiling, for a good reason: He outperformed S&P 500 Index by about 10% per year during 2001 to 2004. And now he is running his own show: Wintergreen Fund. On January 26, 2006, a freezing cold winter evening, he fired up some sparkling investment wisdom at a professional seminar organized by New York Society of Security Analysts. Read more...
Searching for Attractive Risk/Reward Balance
Graham & Doddsville, an investment newsletter from the students of Columbia Business School, has proven in the past to be a must-read for value investors – and the most recent issue didn’t disappoint. The fall 2012 issue had a fantastic interview with Joel Greenblatt, the managing partner of Gotham Capital, in which he talked about his start in investing, how he’s changed as an investor over time, and the responsibility he feels successful financial professionals have to give back to society. In that interview, Mr. Greenblatt gave an interesting answer in response to a question about selectivity when adding positions to his portfolio (bold added for emphasis): Read more...
What Stocks Would a Modern Day Ben Graham Buy?
Someone who reads my articles asked me this question: Read more...
The ABCs of Global Value Investing
Value investor David Winters is smiling, for a good reason: He outperformed S&P 500 Index by about 10% per year during 2001 to 2004. And now he is running his own show: Wintergreen Fund. Read more...
» More David Winters Articles

Commentaries and Stories

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David Winters Presentation - Coca-Cola's Big Grab: Enriching Management, Shortchanging Shareholders
David Winters (Trades, Portfolio) strongly disagrees with the employee share compensation plan recently proposed by Coca-Cola (KO). More...

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David Winters - Why Do You Avoid Investments in the Health Care Industry?
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David Winters - Is It Possible for Your Opinion of Your Favorite Companies to Change?
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David Winters - Why Do You Like Nestlé?
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David Winters - Why Look Outside the US for Investments?
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David Winters - What Is an ADR?
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David Winters - What Is a Company's Quarterly Call?
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Wintergreen Advisers - Coca-Cola's Big Grab
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WINTERGREEN ADVISERS


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Coca-Cola Responds to David Winters' Challenges
In response to value investors and Coca-Cola shareholder David Winters (Trades, Portfolio) questions about the company's proposed compensation plan, Coca-Cola released the following: More...

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David Winters - What Role Do Annual Reports Play in Investing?
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David Winters - Do You Think Investing in ETFs Is a Good Strategy?
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Value Investor David Winters Discusses His Opposition to the Coca-Cola Compensation Plan
David Winters (Trades, Portfolio) is not happy with Coca-Cola (KO)'s new proposed equity compensation plan. More...

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David Winters - Can You Predict a Company's Downturn?
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David Winters - Are There Any Industries You Try to Avoid?
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David Winters - How Do You Know When to Sell a Security?
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David Winters - Can I Find Good Investment Ideas by Watching the News?
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David Winters - When Is the Right Time to Buy a Security?
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David Winters - Do I Need a Long-Term Plan for My Investments?
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Value Investor David Winters' Letters Regarding Compensation Concerns to the Board of Coca-Cola And Warren Buffett
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David Winters - How Do You Discover New Investment Ideas?
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DAVID WINTERS


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