Global Investing: Good, but Better

• Share

(2 of 2)

Being narrowly focused, Winslow doesn't make small mistakes. Robinson and co-manager Matt Patsky hold fewer than 50 stocks, the annual turnover exceeds 100%, and the fund can be a roller coaster. Winslow slumped 9.2% in the second quarter, trailing the overall market. Concentrating on just a few dozen stocks has its merits: Robinson gets to know the management teams personally and follows their actions closely. "There isn't a company in our portfolio that we can't call and talk to the CEO," he says. But jump in at the wrong juncture, and you could be in for a downward ride. Then again, no one ever said being green would be easy.