Tag: David Winters

David Winters –  Index Fund Contrarian

David Winters – Index Fund Contrarian

Are you looking for some good news? According to the Federal Reserve, the economy is strong enough to “warrant gradual increases in the federal funds rate.” The official plan is to increase the rate two more times this year, although […]

CASE STUDY Activist Action on Coke 2014 Proxy

CASE STUDY Activist Action on Coke 2014 Proxy

We are taking up from the last post http://csinvesting.org/2016/07/25/major-analyst-exam-reading-a-proxy-then-assessing-management-and-directors/ This case study teaches us about reading a proxy, management compensation, board governance, and the struggles of activism. Mr. David Winters of wintergreen_fund_annual_report_2015_1231 has struggled since inception. From inception on 10/17/2005, Wintergreen has returned […]