Winans Investments, a Nationally Acclaimed Bay Area Money Manager, Announces Investment Results in a Volatile 2018

April 20, 2018

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NOVATO, Calif., April 20, 2018 /PRNewswire/ — Winans Investments (WI), a 25-year old investment advisory firm, has received recognition by being featured in TD Ameritrade’s financial magazine “Advisor Solutions” for its unique approach to active investing. For 2017 and 1Q18, WI has outperformed many widely used market benchmarks through good-old fashioned “stock picking”.

“As an active manager, the true measure of overall investment results is to have strong performance with dramatically less volatility than the market (i.e., low Beta),” states WI’s President, Kenneth G. Winans.

Morningstar’s Separate Managed Account database has 2,981 advisor portfolios with more than 90% of their holdings in US & foreign stocks. WI 5-year performance places it in the 0.6% percentile of its peers.*

This performance has earned Winans Investments an invitation to join TD Ameritrade’s Separate Account Exchange program and offer its investment services to other financial advisors. Winans Investments also offers its separately managed account investment services to Individuals, Retirement Plans, Profit Sharing Plans, Trusts, IRAs and Foundations.

Winans Investment SMA Growth Portfolio Composite:

Annualized Returns:

1Q18 

2017

3-year      

5-year      

10-year    

15-year

WI Results:

3.1%

27.8%

11.8%

16.3%

9.3%

17.8%

Beta:        

na    

0.56

0.67

0.77

na            

na

Alpha:      

na    

17.08

4.40

2.64

na            

na

See descriptions and disclaimers below

More information can be found at winansinvestments.com

Definitions:

  • Growth Investments – 100% growth oriented mid to large capitalized U.S. exchange traded stocks.
  • Winans International Statistics – Internal Rate of Return (IRR-ROI) net of investment fees and transaction costs.

The results portrayed relate only to a select group of WI’s clients and excludes portfolios that:

  1. Accounts opened for less than 12 months
  2. Portfolio size is less than $50,000 as of the year-end balance.
  3. Clients have changed their investment goal and asset allocation by greater than or equal to 11% during at year-end or a 25% variance.
  4. Net deposits and withdrawals are greater than or equal to 25% of the year-end balance.
  5. Client selected investments are greater than or equal to 10% of portfolio at year-end.
  6. Clients have placed restrictions on the investment activities of WI at any time during year.
  7. Winans International retirement plan and employee and employee spouse accounts.

*Research available upon request

Disclosures: Benchmark performance for each portfolio category is based on the strategic weightings described above differ from actual weightings of client holdings during the period displayed. Client portfolios included in each portfolio category are based on client’s stated investment strategy and not on actual asset class weightings within each client’s portfolio. The volatility of each benchmark may be materially different from that of the investment portfolio. The percentage of clients outperforming their benchmark may be less than shown if benchmark weightings were adjusted to reflect actual client asset weightings over the same period. The Difference % in performance between WI Net Return % and Benchmark % may be less than shown, or negative, if benchmark weightings were adjusted to reflect actual client asset weightings over same period. Past performance should not be taken as representative of future results. A portfolio’s performance is a simple or straight average of the time weighted performance of the client portfolios included in each portfolio category and do not meet the requirements of an GIPS track record. The portfolio performance presented may be materially different if using an asset-weighted average of the client portfolios’ performance included in each portfolio category. The information supplied and the formula calculations used are considered reliable but cannot be guaranteed. Information supplied can change without notice. The performance results portrayed reflect the following: the deduction of expenses paid by the client during the period shown; and, the reinvestment of dividends, capital gains, and other earnings when appropriate (such may be invested in a money market fund or other cash equivalent pending reinvestment). The results portrayed may be materially different if excluded accounts were otherwise included in the performance presented.

Additional information is available upon request at www.winansinvestments.com

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SOURCE Winans Investments

Related Links

http://www.winansinvestments.com

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