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Wintergreen Fund | WGRNX
| |
| Wintergreen Fund | |
| Last update 2019-06-11 | 11 Stocks (0 new) |
| Value $120.00 Mil | Turnover 0 % |
| Portfolio Report | |
Wintergreen Fund 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.
Wintergreen Fund 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.
Wintergreen Fund's Wintergreen Fund (WGRNX) has disclosed 11 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2019-03-31. The current portfolio value is calculated to be $120.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 0%.
In Wintergreen Fund (WGRNX)'s current portfolio as of 2019-03-31, the top 5 holdings are
Elbit Systems Ltd (XTAE:ESLT), British American Tobacco PLC (LSE:BATS), Heineken Holding NV (XAMS:HEIO), Compagnie Financiere Richemont SA (XSWX:CFR) and Nestle SA (XSWX:NESN),
not including call and put options.
Wintergreen Fund (WGRNX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Wintergreen Fund (WGRNX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Wintergreen Fund (WGRNX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Wintergreen Fund.
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