Wintergreen Advisers’ YouTube Series [VIDEOS]

David Winters Wintergreen FundsImage source: Wintergreen Funds

Wintergreen Advisers, a value oriented New Jersey-based investment adviser founded by David Winters, recently started uploading a series of short videos to YouTube.  We present them to you now, here, as a series (which will be updated as well). The videos cover a multitude of topics related to investing as well as Wintergreen’s stock selection process, but each one is quick and easy to get through, as well as interesting and informative.

Wintergreen Advisers: Background

Wintergreen Advisers, LLC is an investment adviser with its principal place of business in Mountain Lakes, New Jersey, offering global value mutual fund investments. The Adviser commenced operations as an investment adviser on May 5, 2005 and has been registered with the Securities and Exchange Commission since May 12, 2005.

David Winters’ biography

David Winters is the Chief Executive Officer of the Adviser. Mr. Winters has over 25 years of experience analyzing securities and is responsible for determining general investment advice to be given to clients. He is Portfolio Manager of the Wintergreen Fund, a no-load, Global Value Fund which launched in October 2005. Mr. Winters holds the Chartered Financial Analyst (CFA) designation.

What is global value?

What are the keys to global value investing?

How does Wintergreen select stocks?

When should everyone start investing?

What is the difference between an investor and a trader?

What is your typical day as a global value investor?

What do you love about global value investing?

What is attractive about investing in global companies?

Why is global value investing a good strategy?

What do you look for in a company?

Who should invest in mutual funds?

Are you concerned about local politics when investing in global companies?

What is a global value investor’s wish list?

How is inflation related to global value investing?

What is dollar-cost averaging?

What is a mutual fund?

How has easier access to information affected global value investing?

Do current events affect your opinion of companies?

How do your investments withstand the test of time?

Can you find global value in US investments?

What do you look for in a company’s annual report?

Is it important to visit the countries you are investing in?

How important is company management?

What is portfolio turnover?

What countries are you most excited about right now?

How can I become a smarter mutual fund investor?

What should people avoid doing with their money?

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About the Author

Sheeraz Raza
Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)

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