David winters wintergreen advisors llc

  • David J. Winters, a managing member of Wintergreen Advisers, LLC, is primarily responsible for the management of the Fund's portfolio.
  • In , he was appointed director of research at Franklin Mutual Advisors LLC, and president and chief investment officer in In May , Winters.
  • David Winters manages more assets than 1% of asset managers and has an % ranking based on the performance of Wintergreen Advisers LLC.

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    P.O. Box
    Milwaukee, MI  
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    Wintergreen Funds

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    • Background:
    Wintergreen Fund is a no-load, global value fund with the ability to invest in nearly any asset class or market in the world.
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    Key People:
    David Winters
    Chief Executive Officer and Managing Member, Wintergreen Advisors, LLC
    Simon Collier
    President, Wintergreen Advisors, LLC
    Elizabeth Cohernour
    Chief Operating Officer, Wintergreen Advisors, LLC
    Leslie Klenk
    Chief Compliance Officer, Wintergreen Advisors, LLC
    Steven Graff
    Vice President, Wintergreen Fund, Inc.
  • david winters wintergreen advisors llc

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    David J. Winters, a managing member of Wintergreen Advisers, LLC, is primarily responsible for the management of the Fund&#;s portfolio, and has responsibility for the day-to-day management of the Fund. Mr. Winters holds the Chartered Financial Analyst (CFA) designation.

    Prior to forming Wintergreen Advisers in May , Mr. Winters held various positions with Franklin Mutual Advisers, LLC, including, president, chief executive officer and chief investment officer. Mr. Winters led the Mutual Series group of global and domestic equity value funds and served as the chief investment officer of Franklin Mutual Advisers, LLC with assets under management in excess of $35 billion as of March 31, Mr. Winters also served as the portfolio manager of the Mutual Discovery Fund during the period beginning February 1, through May 10, , and other client accounts managed in a similar investment style. Mr. Winters had been a member of the management team of the Mutual Series since He was named director

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    David Winters to manage Talvest Global Markets Fund

    CIBC Asset Management Inc. today announced the appointment of Wintergreen Advisers LLC as portfolio sub-advisor of Talvest Global Markets Fund. The new manager, led by David Winters, takes over October 1, , replacing CIBC Global Asset Management Inc.

    With Mr. Winters as lead portfolio manager of Talvest Global Markets Fund, investors are set to benefit from his 20 years of experience as a successful global value investment manager, the firm says.

    “As investors and advisors have increased their focus on global investing, CIBC Asset Management is proud to offer our investors access to the depth of experience and outstanding track record that David Winters brings to Talvest Global Markets Fund,” said Steve Geist, President of CIBC Asset Management.

    He added that the Talvest Global Markets Fund will be suitable for investors and advisors seeking to diversify their holdings with a deep value, conservative investment style that focu