The Winston Foundation, Inc.

The Winston Foundation, Inc.

The Winston Foundation, Inc.

Overview
Date Founded

1954

Headquarters

1285 Avenue of the Americas,New York, NY 10019-6031

Charitable Causes

Philanthropy, Voluntarism, and Grantmaking Foundations

Industries

Investment Services & Portfolio Management

In The News
The New York Times
January 8, 2019
Paid Notice: Deaths RIFKIND, RICHARD A
Executives & Employees
Paths to The Winston Foundation, Inc.
Potential Connections via
Relationship Science
You
The Winston Foundation, Inc.
Advisors & Consultants
Investment Manager

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Legal Advisor

Paul, Weiss, Rifkind, Wharton & Garrison LLP is a law firm that serve as counsel to companies and investment funds. They have expertise in the areas of bankruptcy and corporate reorganization, employee benefits and executive compensation, intellectual property, personal representation, real estate and tax law. The company is headquartered in New York, NY.

Investment Manager

LSV Asset Management is a quantitative value equity manager that provides active investment management for institutional investors through the application of proprietary investment models. The firm's investment approach is based on the premise that superior long-term results can be achieved by systematically exploiting the judgmental biases and behavioral weaknesses that influence the decisions of many investors. LSV uses a strictly quantitative investment model to identify out-of-favor, undervalued stocks that have the potential for near-term appreciation. Their portfolios typically have a deep value orientation relative to the indices. Market timing is not part of LSV's process and portfolios are generally fully invested with cash levels usually below 2%.LSV selects individual securities using a bottom-up, quantitative approach. All of their investment strategies use the same approach with investments segmented into different market-cap ranges and/or geographic regions. The firm uses a proprietary investment model to rank a universe of stocks based on a combination of value and momentum factors that they believe are predictive of future stock returns. LSV then overlays strict risk controls that limit the over- or under-exposure of the portfolio to industry and sector concentrations. LSV limits exposures in individual securities to ensure the portfolios are broadly diversified. Portfolio turnover is approximately 30% for each strategy. LSV also offers socially responsible investment portfolios.

Non-Profit Donations & Grants
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by The Winston Foundation, Inc.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of The Winston Foundation, Inc.'s profile does not indicate a business or promotional relationship of any kind between RelSci and The Winston Foundation, Inc..