Winslow Asset Management Inc.
Winslow Asset Management Inc is an independent, 100% employee-owned investment adviser based in Beachwood, Ohio. Founded in 1992, the firm specializes in managing all-cap core and small-cap core equity strategies, as well as balanced portfolios, for a diverse client base of high net worth individuals and institutions. The firm manages approximately $600 million in assets and claims compliance with Global Investment Performance Standards (GIPS). Winslow Asset Management typically serves clients through separately managed accounts and maintains a boutique, client-focused approach with a staff of about 5 employees.
Investment Strategy
Winslow Asset Management Inc employs a long-only investment approach, specializing in all-cap core and small-cap core equity strategies, as well as balanced asset allocations combining equities and fixed income. Their process is guided by fundamental research and active management focused on achieving long-term capital appreciation. The firm manages separate accounts tailored to each client's objectives, servicing both high net worth and institutional investors. They emphasize a disciplined investment process leveraging proprietary research and rigorous risk controls, seeking consistent performance while managing downside risk.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE COMPUTER | 6.91% | $34.3M | 167,068 | $15.04 | $205.17 | -$3.4M |
O ORCL | ORACLE CORP | 5.50% | $27.3M | 124,646 | $30.78 | $218.63 | +$9.7M |
P PHM | PULTEGROUP INC | 5.09% | $25.2M | 239,378 | $20.46 | $105.46 | +$802.0K |
L LLY | ELI LILLY & CO | 5.07% | $25.1M | 32,225 | $75.04 | $779.53 | -$1.4M |
T THC | TENET HEALTHCARE | 4.52% | $22.4M | 127,185 | $40.21 | $176.00 | +$5.2M |