
Berkowitz. Launching a new firm is easier for some mutual fund companies than for others. The founders of Marsico, Causeway, Wintergreen , and DoubleLine all had track records at other shops before striking out on their own. That made it far easier to attract
currently has roughly equal allocations in the following: Fidelity Growth (FDGRX) Am. Century M/C Value (ACMVX) Wintergreen ( WGRNX ) IVA Worldwide (IVWIX) PIMCO All Asset/All Auth (PAUDX) PIMCO Global Multi Asset (PGMDX) Thornburg Builder
category average. David Winters of Wintergreen WGRNX has an even deeper connection ..... firms in many other fields. In Wintergreen 's September 2011 portfolio ..... part of the year.) No wonder Wintergreen beat 90% of its world-stock
in a year when few other stocks were thriving. A wide variety of funds, including Harbor International HAINX, Wintergreen WGRNX , and Virtus Foreign Opportunities JVIAX, benefited from owning several tobacco firms among their top holdings
those emerging markets was a good thing. But I also think beyond that we've got some managers like David Winters from Wintergreen , who actually, his U.S. stake is lower than it has been in a while, and he really shines through stock-picking
Please note that all three Tweedy funds are expected to make small distributions later this year.) David Winters-- Wintergreen WGRNX David Winters continues to showcase his talents. Despite having less exposure to the U.S. market, which has
http://www.bloomberg.com/video/82280938/ Dec. 6 (Bloomberg) -- David Winters, chief executive officer of Wintergreen Advisors LLC, talks about his investment strategy. He speaks with Adam Johnson and Lisa Murphy on Bloomberg Television
Veteran fund manager David Winters of Wintergreen Advisers likes to keep a concentrated list of 15 stocks in his value-oriented Wintergreen Fund - tending to hold names for 4-6 years. He stays underweighted in the tech and communications sector
business maintained its momentum in the third-quarter. New product introductions from Copenhagen (including Copenhagen Wintergreen Pouches) were the key driver (helping to boost brand volumes by 11.3%), though rebranding efforts at Skoal continued
Any thoughts on this fund? I know it has a high expense ratio but the five year return looks pretty good.