Adjust font size: Normal Text Size Larger Text Size Largest Text Size

Home | News | 2014 | Wintergreen Advisers Writes Directors of Coca-Cola, Berkshire Hathaway

For the period ending March 31, 2018, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were 0.70%, 2.48%, 3.39%, and 5.48%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were 0.97%, 2.72%, and 4.84%, respectively. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Shares redeemed within 60 days of purchase are subject to a 2.00% redemption fee. As stated in the current prospectus, the Fund's total annual operating expense ratio for Investor Class shares (WGRNX) is 1.95%, and Institutional Class shares (WGRIX) is 1.70%. Click here to view the Fund's most recent month-end performance data.


Wintergreen Advisers Writes Directors of Coca-Cola, Berkshire Hathaway

May 7, 2014

New York, NY – (BUSINESS WIRE) - Wintergreen Advisers today released the following letter, which was sent to the directors of The Coca-Cola Company (NYSE: KO) and Berkshire Hathaway (NYSE: BRK.A, BRK.B). In the letter, Wintergreen states its belief that the Boards’ recent actions are utterly inconsistent with the well-defined fiduciary duties that they owe to their respective shareholders.


The views in the press and article reprints and hyperlinks shown were those of Fund management as of each article's publication date and may be subject to change. These materials should not be considered as an offer to sell or a solicitation of an offer to buy shares of any other funds or individual securities mentioned.

The article excerpts and hyperlinks reference individual securities that may or may not currently be held by the Fund. Click here to view a recent listing of the Fund's top 10 holdings. The S&P 500 Index is a broad-based, unmanaged measurement of changes in stock market conditions based on the average of 500 widely held common stocks. One cannot invest directly in an index.


Current News  |  Archived News