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Home | News | 2014 | Wintergreen Advisers Poses Twelve Urgent Questions for Coca-Cola

For the period ending September 30, 2018, the Fund's 1-year, 5-year, 10-year, and since inception (10/17/05) average annual returns for the Investor Class were -3.91%, 1.62%, 5.14%, and 5.09%, respectively, and the 1-year, 5-year, and since inception (12/30/11) average annual return for the Institutional Class were -3.68%, 1.87%, and 4.15%, 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 Poses Twelve Urgent Questions for Coca-Cola

October 20, 2014

New York, NY – (Business Wire) - As The Coca-Cola Company (NYSE: KO) prepares to announce its third-quarter 2014 financial results on October 21, Wintergreen Advisers today released a list of twelve questions for the company to address during its conference call with investors.

Wintergreen urges Coca-Cola to provide detailed information in three critical areas – restructuring its bottling operations, streamlining expenses, and improving accountability.

David J. Winters, CEO of Wintergreen Advisers, said: “Coca-Cola is not making sufficient progress on cutting costs, a major initiative – restructuring its vast bottling network – is cloaked in secrecy, and those responsible for the company’s 2014 equity compensation plan are still at their posts. This situation cannot continue. It is time for Coca-Cola to get serious about revitalizing its business, and it can start by providing information about these issues.”


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