David Winters

David Winters

Wintergreen Advisors
Last update 2018-11-14 6 Stocks (0 new)
Value $128.00 Mil Turnover 0 %
Top Holdings: CTO(75.71%) MO(10.52%) UNP(8.58%) GBR:BTI(4.41%) FWONA(0.46%)
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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.

Historical Allocation of Stock, Bonds, Cash

Performance of Wintergreen Fund

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
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6 Stocks With Margin of Safety and Growing Book Value
British American Tobacco makes the list
0 Votes
226 Views    Tiziano Frateschi    2018-11-04 14:33
Wintergreen Fund Curbs 5 Positions in 2nd Quarter
Top sells include Heineken and British American Tobacco
1 Votes
384 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
446 Views    James Li    2018-06-05 19:29
David Winters Sells Google, Slashes British American Tobacco
Google goes at a gain
0 Votes
246 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
88 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
224 Views    Holly LaFon    2017-09-05 18:52

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
2220 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