Business Details
34 Years
experience
Trusted Investment Advisers in Cleveland, OH
Winslow Asset Management is an independent, 100% employee-owned investment firm established in 1992, dedicated to delivering value-oriented investment strategies. Our firm manages approximately $600 million in assets through All-Cap Core, Small-Cap Core, and Balanced strategies, serving 135 high-net-worth and institutional clients in a separate account structure. Rooted in Cleveland, Ohio, our approach combines contrarian thinking and behavioral finance principles, leveraging decades of experience to identify undervalued opportunities.We prioritize intrinsic value over momentum, with a focus on Midwest-based companies and a disciplined process refined through three market bubbles. Our teams expertise in small-cap investing and long-term horizon allows us to capitalize on short-term volatility while maintaining diversification across market capitalizations and sectors. We adhere to Global Investment Performance Standards (GIPS) to ensure transparency and accountability in our performance reporting.
Services
All-Cap Core
Small-Cap Core
Balanced Investment Strategies
Value-Oriented Investing
Contrarian Approach
Customized Portfolios
Institutional Investment Management
High Net Worth Client Services
Portfolio Diversification
Behavioral Finance Application
Details
- Year established: 1992
Highlights and features
- We are 100% employee-owned, ensuring alignment with client interests.
- Our team has over 30 years of experience navigating market cycles.
- We specialize in value-oriented strategies with a Midwest knowledge advantage.
- We adhere to Global Investment Performance Standards (GIPS) for transparency.
- Our contrarian approach identifies undervalued opportunities others overlook.
Associations and certifications
- GIPS
Services
All-Cap Core
Our All-Cap Core strategy constructs a 50-60 stock portfolio diversified by market cap and sector. We focus on value opportunities across large and small companies to balance growth potential with stability for long-term client objectives.
Small-Cap Core
The Small-Cap Core strategy targets undervalued companies under $2 billion in market cap. Through 30-40 focused holdings, we leverage Midwest expertise to uncover overlooked opportunities with strong fundamentals and growth catalysts.
Balanced Strategies
Balanced strategies combine equities from our All-Cap strategy with bonds tailored to client risk profiles. We create customized allocations using corporate, government, and municipal bonds to optimize tax efficiency and liquidity needs.
Value-Oriented Investing
Our value approach identifies mispriced investments by analyzing intrinsic worth versus market perception. We prioritize companies with strong fundamentals trading below fair value, capitalizing on market inefficiencies through rigorous research.
Contrarian Approach
We actively seek opportunities in underfollowed or unloved stocks, using behavioral finance principles to exploit market overreactions. This strategy leverages short-term volatility to position portfolios for long-term gains through disciplined, data-driven decisions.
People
Gerald W. Goldberg
Founder
Gerald W. Goldberg founded Winslow Asset Management in 1992 with a value-oriented philosophy shaped by decades of market experience. His contrarian approach stems from early exposure to market bubbles and mentorship in small-cap investing.
Timothy S. Goldberg
Team Member
Timothy S. Goldberg contributes to the firm's investment strategies with expertise in portfolio construction and market analysis, supporting the execution of value-driven approaches for client accounts.
Kimberly S. Roberts
CIPM, CEBS
Kimberly S. Roberts applies her CIPM and CEBS credentials to performance measurement and client service, ensuring rigorous compliance with industry standards while delivering tailored investment solutions.
Nicholas E. Mitchell
CFA
Nicholas E. Mitchell, a CFA charterholder, conducts in-depth equity research and risk analysis, reinforcing the firm's commitment to disciplined, research-driven investment decisions aligned with client goals.
Questions
What investment strategies do you offer?
We offer All-Cap Core, Small-Cap Core, and Balanced strategies tailored to client risk tolerance and liquidity needs.
What is your investment philosophy?
Our philosophy combines value investing, contrarian analysis, and behavioral finance to identify undervalued opportunities with long-term potential.
How do you differentiate from other firms?
Our Midwest roots, employee-owned structure, and focus on overlooked small-cap stocks provide a unique perspective distinct from Wall Street herd mentality.
Are you GIPS compliant?
Yes, we claim compliance with Global Investment Performance Standards to ensure transparent, comparable performance reporting for all strategies.
