David J. Winters
David J. Winters (born 1962) is a deep value investor and fund manager in Maine, United States.
Biography[edit]
Winters joined Mutual Series in 1987, during Max Heine's tenure. Heine died the following year, so Winters was mentored in value investing by Michael F. Price.
He was named Director of Research of Mutual Series in 2000 and President and Chief information officer in 2001. During his time with Franklin Mutual Advisors, he was also the portfolio manager of the Mutual Discovery Fund from February 2000 to May 2005.[1]
After leaving Mutual Series in 2005, David formed Wintergreen Advisers and the Wintergreen Fund in Maine, United States.[1] The companies are named after the official state herb of Maine, the wintergreen. He was encouraged by others to open a less-regulated hedge fund, but opted to run a comparatively strictly regulated mutual fund.[2]
In December 2006, Winters was selected as one of four participants in the tenth annual global investing round table hosted by the International Herald Tribune.[3]
In 2019 Wintergreen Fund liquidated after several years of slow performance.[4]
Personal[edit]
Winters is a life-long train enthusiast.[5] In his youth, he was inspired by value investor and future employer Max Heine, keeping a news article about him taped to his dorm room ceiling in college.[6]
References[edit]
- ↑ 1.0 1.1 Wintergreen Fund Archived 2008-01-02 at the Wayback Machine David Winters Bio page
- ↑ Business Week Against the Grain Investing. December 12, 2005.
- ↑ International Herald Tribune December 8, 2006.
- ↑ Strauss, Lawrence (April 23, 2019). "Famed Value Investor David Winters Is Shutting Down His Wintergreen Fund". Barron's.
- ↑ Brill.com Archived 2007-02-10 at the Wayback Machine Reprint. Retrieved April 20, 2007.
- ↑ Kiplinger.com Interview. April 11, 2006.
External links[edit]
- Wintergreen Fund home page
- Guru Focus David Winters Portfolio Holdings and Stock Picks
- Franklin Templeton home page
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