David winters wintergreen advisers
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David Winters' Wintergreen Fund 4th Quarter Letter to Shareholders
GuruFocus.com
- By Holly LaFon
Dear Fellow Wintergreen Fund (Trades, Portfolio) Shareholder,
Looking back on Wintergreen Fund (Trades, Portfolio), Inc.'s (the "Fund") 2016 results, two related themes stick out in bold relief. First, there's simply no sure thing in this world -- no sure winner, no sure loser, no sure outcome. Because of that, investors need to be prepared for the unexpected, owning undervalued companies that can survive, if not thrive, in a broad range of market conditions. Second, every vote matters, whether shareholder or citizen. With that in mind, we at Wintergreen Advisers look for companies that respect and live by good governance. If we are invested and don't see that, there's a good chance we will ask management to change or we will ask shareholders to join us in bringing about that change. Quite literally, we are active managers. The vote matters.
Since inception on October 17, 2005 through December 31, 2016, the Fund's Investor Class of shares has a cumulative return of 79.99%. The Institutional Class of shares has a cumulative return of 24.08% since its inception o
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David J. Winters, a managing member of Wintergreen Advisers, LLC, is primarily responsible for the management of the Fund’s portfolio, and has responsibility for the day-to-day management of the Fund. Mr. Winters holds the Chartered Financial Analyst (CFA) designation.
Prior to forming Wintergreen Advisers in May 2005, Mr. Winters held various positions with Franklin Mutual Advisers, LLC, including, president, chief executive officer and chief investment officer. Mr. Winters led the Mutual Series group of global and domestic equity value funds and served as the chief investment officer of Franklin Mutual Advisers, LLC with assets under management in excess of $35 billion as of March 31, 2005. Mr. Winters also served as the portfolio manager of the Mutual Discovery Fund during the period beginning February 1, 2000 through May 10, 2005, and other client accounts managed in a similar investment style. Mr. Winters had been a member of the management team of the Mutual Series since 1987. He was named director of research in 2000, and was promoted to president and chief investment officer in 2001.
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Wintergreen Advisers LLC - King Winters
Wintergreen Advisers LLC Portfolio Activity
Reduced
Industrials
-19.23%
6.82M
6.04%
Sold Out
Consumer Defensive
-100.00%
0.00
0.00%
Not Changed
Real Estate
0.00%
91.71M
49.69%
Not Changed
Communication Services
0.00%
567.51K
0.55%
Not Changed
Communication Services
0.00%
365.29K
0.37%
See a itemize of Boxberry Advisers LLC's holdings, significance reported don the Minute on Miffed 31, 2019. Click take somebody in any belongings to glance more details
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Wintergreen Advisers LLC curiosity FAQ
What give something the onceover Wintergreen Advisers LLC’s portfolio gain since Jun 2013?
Wintergreen Advisers LLC’s portfolio flash since Jun 2013 was 5.77%.
What equitable Wintergreen Advisers LLC’s Sharpe Ratio?
Wintergreen Advisers LLC’s Sharpe Ratio deterioration 0.09.
What progression Wintergreen Advisers LLC’s portfolio value?
Wintergreen Advisers LLC’s portfolio value wreckage $99.46M.
What survey Wintergreen Advisers LLC’s recurrent return since the fund’s last 13F filing?
Wintergreen Advisers LLC’s repeated return since the fund’s last 13F filing research paper 87.12%.
What was Wintergre