David Winters
David Winters
Wintergreen Advisors
Last update 2018-08-14 6 Stocks (0 new)
Value $134.00 Mil Turnover 0 %
Top Holdings: CTO (71.42%) MO (11.52%) UNP (9.01%) BTI (7.34%) FWONA (0.44%)
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David Winters 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.

David Winters 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.

David Winters Total Holding History ($B)

Historical Allocation of Stock, Bonds, Cash

Performance of Wintergreen Fund

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
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Wintergreen Fund Curbs 5 Positions in 2nd Quarter
Top sells include Heineken and British American Tobacco
1 Votes
382 Views    James Li    2018-08-31 21:39
6 Low PE Stocks
British American Tobacco tops the list
0 Votes
140 Views    Tiziano Frateschi    2018-08-15 20:04
Wintergreen Fund Axes 4 Positions in 1st Quarter
Top sells include Buffett’s conglomerate and two Swiss companies
0 Votes
445 Views    James Li    2018-06-05 19:29
David Winters Sells Google, Slashes British American Tobacco
Google goes at a gain
0 Votes
242 Views    Holly LaFon    2018-02-19 20:24
David Winters Takes Aim at Passive Investing
Wintergreen Fund founder discusses hidden costs at CFA Society
1 Votes
789 Views    Holly LaFon    2018-01-16 22:08
David Winters Comments on Nestle
Guru stock highlight
0 Votes
83 Views    Holly LaFon    2017-09-06 16:11
David Winters Comments on British American Tobacco
Guru stock highlight
1 Votes
98 Views    Holly LaFon    2017-09-06 16:11
David Winters' Wintergreen Fund Semi-Annual Letter to Shareholders
Winters reviews fund and holdings
0 Votes
221 Views    Holly LaFon    2017-09-05 18:52
Where’s the Hedging?
Activist investor David Winters had many fine years in the last decade, but effects of 2008 continue to drag down his 10-year record
2 Votes
394 Views    Robert Abbott    2017-08-29 21:15

Top Ranked Articles
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Warren Buffett Calls Out Coca-Cola Activist Investor David Winters
3 Votes
2731 Views    Canadian Value    2015-03-22 23:19
David Winters Comments on Coca-Cola Company
2 Votes
616 Views    Holly LaFon    2014-03-12 18:24
Can Sina’s Weibo Keep Up with the Competition?
2 Votes
1209 Views    Damian Illia    2014-03-21 22:07
David Winters Purchases 3 New Stocks in Q3
2 Votes
1556 Views    Holly LaFon    2014-12-01 00:13
Global Investor David Winters Purchases 3 New Stocks
Winters said he watched for prices to come down on his wishlist
2 Votes
2214 Views    Holly LaFon    2016-06-06 01:04
Where’s the Hedging?
Activist investor David Winters had many fine years in the last decade, but effects of 2008 continue to drag down his 10-year record
2 Votes
394 Views    Robert Abbott    2017-08-29 21:15
David Winters on Nestle SA
1 Votes
910 Views    Grass Hopper    2014-03-05 22:56