Winslow Asset Management is an independent, 100% employee-owned investment firm based in Cleveland, Ohio. Our firm manages approximately $550M in assets via All-Cap Core, Small-Cap Core and Balanced strategies. Our client base is composed of 145 High Net Worth and Institutional Clients in a separate account structure. Over time, we generate top-quartile investment returns. Winslow Asset Management claims compliance with the Global Investment Performance Standards (GIPS).
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A passion for investing came at an early age for Gerry Goldberg; he invested in his first stock at the age of twelve. A lifelong Clevelander, Gerry attended the Wharton School of the University of Pennsylvania. There, he witnessed the first of three "tech bubbles" of the 20th century. Many of his classmates and their parents were actively chasing stocks with the suffix, "-tron" or "-tronics" during the mid and late 1960s.
We manage All-Cap Core and Small-Cap Core separate account strategies for institutional investors. For small-to-mid-sized institutions, our All-Cap strategy is utilized as a basic U.S. equity allocation, complemented by other asset classes. For larger institutions, the All-Cap portfolio can serve as an alpha generator in addition to a traditional style-box approach.
We manage equity strategies and balanced strategies, which are a blend of holdings based on the risk profile and liquidity needs of each client. Approximately half of our individual clients utilize Winslow as the sole asset manager for their entire liquid net worth. In these instances, we work with the client to determine the appropriate allocation of stocks, bonds and cash to meet their short-term and long-term needs.
We utilize multiple resources to generate new ideas for our portfolios. Many of our new ideas fall into the categories of: special situations, asset plays, busted IPO's, spin-offs, out of favor stocks and under-appreciated stocks with limited Wall Street coverage. With annual turnover of approximately 20%, our goal is to find up to ten exceptional new investment ideas per year.
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