Wintergreen Fund

Wintergreen Fund Premium Guru

Last Update: 03-03-2015
Related: David Winters

Number of Stocks: 34
Number of New Stocks: 4

Total Value: $1,304 Mil
Q/Q Turnover: 4%

Countries: USA SGP HKG MYS CHE BRA GBR CAN ISR
Details: Top Buys | Top Sales | Top Holdings  Embed:

Wintergreen Fund' s Profile & Performance

Profile

David J. Winter formed the Wintergreen Fund in 2005, a mutual fund based in New Jersey. Its total assets are more than $1.5 billion. The Fund invests in a multitude of countries outside the U.S., including Switzerland, Canada, and Hong Kong. About 55 percent of its portfolio is in consumer discretionary or staples industries, followed by about 10 percent in energy.

Investing Philosophy

The Fund invests mainly in equity securities of any country when it’s believed the security is undervalued. With regards to hedging strategies, the Fund primarily engages in forward foreign currency exchange contracts. It may also engage in activist investing and seek to influence a company’s management.

Historical Allocation of Stock, Bonds, Cash

Total Holding History

Performance of Wintergreen Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
2014-1.6813.69-15.4
201316.8132.39-15.6
20127.5116-8.5
3-Year Cumulative23.5 (7.3%/year)74.6 (20.4%/year)-51.1 (-13.1%/year)
20110.572.11-1.5
201021.0915.066.0
5-Year Cumulative50.4 (8.5%/year)105.1 (15.5%/year)-54.7 (-7%/year)
200932.7826.466.3
2008-39.05-37-2.0
200721.135.4915.6
200620.115.794.3

Top Ranked Articles

David Winters' International Wintergreen Fund New Buy
Like David Winter’s other funds at Wintergreen Advisers, the Wintergreen Fund is composed of stocks the investment manager believes are undervalued, except they can be from any country. Read more...
Mawer New Canada Fund Buys Birchcliff Energy
The Mawer New Canada Fund (Trades, Portfolio) is a five-star rated fund by Morningstar that invests primarily in smaller Canadian companies. Its investment strategy is a research-driven, bottom-up approach aimed at long-term holding. Read more...
Wintergreen Fund Buys 4 New International Stocks
David Winters (Trades, Portfolio) formed Wintergreen Advisers in 2005, whose Wintergreen Fund (Trades, Portfolio) now manages $1.5 billion in assets. Read more...
Wintergreen Fund Second Quarter 2014 Commentary
Energy and Transportation Drive Gains Read more...
The Wintergreen Fund’s Top Positions as of the Third Quarter
The Wintergreen Fund recently released its third quarter portfolio holdings. These holdings highlighted 32 stocks, with two of those being new buys over the past quarter, valued at $1.66 billion. Read more...
» More Wintergreen Fund Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mawer New Canada Fund Buys Birchcliff Energy Mawer New Canada Fund,Wintergreen Fund - Mawer New Canada Fund Buys Birchcliff Energy
The Mawer New Canada Fund (Trades, Portfolio) is a five-star rated fund by Morningstar that invests primarily in smaller Canadian companies. Its investment strategy is a research-driven, bottom-up approach aimed at long-term holding. More...

MAWER NEW CANADA FUND, CANADA, BIRCHCLIFF ENERGY, INTERNATIONAL


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Wintergreen Fund Buys 4 New International Stocks David Winters, Wintergreen Fund - Wintergreen Fund Buys 4 New International Stocks
David Winters (Trades, Portfolio) formed Wintergreen Advisers in 2005, whose Wintergreen Fund (Trades, Portfolio) now manages $1.5 billion in assets. More...

WINTERGREEN FUND, DAVID WINTERS, GLOBAL, INTERNATIONAL


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Wintergreen Fund 2014 Annual Report
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Rating: 1.0/5 (2 votes)

Coca-Cola Board Member Barry Diller Calls David Winters "Just Another Blowhard" David Winters, Wintergreen Fund - Coca-Cola Board Member Barry Diller Calls David Winters
David Winters (Trades, Portfolio) of the Wintergreen Fund (Trades, Portfolio) has received a huge amount of publicity for his attack on the new compensation plan at Coca-Cola (KO). More...

BARRY DILLER, COCA-COLA, STOCK


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Wintergreen Fund Q3 2014 Commentary: Asian Market Sell-Off Offers Long-Term Opportunities
Further signs of an economic slowdown in China’s economy sent the markets lower during the third quarter, with the late-September demonstrations in Hong Kong adding to the unsettled conditions. Real estate prices declined, factory output slowed, and consumers put the brakes on spending. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Wintergreen Fund Second Quarter 2014 Commentary
Energy and Transportation Drive Gains More...

  • Currently 1.67/5

Rating: 1.7/5 (3 votes)

The Wintergreen Fund’s Top Positions as of the Third Quarter
The Wintergreen Fund recently released its third quarter portfolio holdings. These holdings highlighted 32 stocks, with two of those being new buys over the past quarter, valued at $1.66 billion. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

David Winters' International Wintergreen Fund New Buy
Like David Winter’s other funds at Wintergreen Advisers, the Wintergreen Fund is composed of stocks the investment manager believes are undervalued, except they can be from any country. More...

  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

David Winters (Wintergreen) Annual Letter to Investors
Dear Fellow Wintergreen Fund Shareholder, More...

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