David Winters

David Winters

Wintergreen Advisors
Last update 2019-05-10 4 Stocks (0 new)
Value $99.00 Mil Turnover 0 %
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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.
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Performance of Wintergreen Fund

Year Return % S&P500 % Excess Gain %
2018 -19.89 -4.57 -15.3
2017 14 21.7 -7.7
2016 6.67 12 -5.3
3-Year Cumulative (2016-2018) -2.58 (-0.85/Year) 30.07 (9.16/Year) -32.65 (-10.01/Year)
2015 -6.94 1.24 -8.2
2014 -1.68 13.46 -15.1
5-Year Cumulative (2014-2018) -10.85 (-2.27/Year) 49.41 (8.36/Year) -60.26 (-10.61/Year)
2013 16.81 32.31 -15.5
2012 7.51 15.99 -8.5
2011 0.57 1.9 -1.3
2010 21.09 15.05 6
2009 32.78 26.35 6.4
10-Year Cumulative (2009-2018) 81.00 (6.11/Year) 239.65 (13.01/Year) -158.65 (-6.88/Year)
2008 -39.05 -36.79 -2.3
2007 21.13 5.15 16
2006 20.1 15.84 4.3

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