WINTERGREEN ADVISERS Overview

Wintergreen Advisers Llc is a hedge fund that manages 1.7 BN dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 257MM in positions, representing 15% of the manager's regulatory AUM.

WINTERGREEN ADVISERS StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WINTERGREEN ADVISERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RAI 34.42% Cons. Staples 17.5% 7.12% 0 11%
CTO 30.78% Financials 3.7% -3.55% 255 1%
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FEATURED IN
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WINTERGREEN ADVISERS Founders and Key Employees

Name Title In Position Since
David J. Winters Chief Executive Officer May-2005
Elizabeth N. Cohernour Chief Operating Officer May-2005
Fred T. Perlstadt Chief Financial Officer / Chief Compliance Officer January-2006
Steven E. Graff Vice President December-2005
Kevin L. Graff Assistant Vice President July-2010
Anthony L. Digioia Vice President March-2007

WINTERGREEN ADVISERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

WINTERGREEN ADVISERS Investment Strategy

Item 8 Methods of Analysis, Investment Strategy and Risk of Loss

The Adviser engages in fundamental research in connection with making investment decisions. The Adviser will follow a global approach to investing that combines the following key elements:

• Activism and Arbitrage. If the Adviser takes an activist role, it will seek to influence or control management, or invest in other companies that do so when the Adviser believes its clients may benefit. Arbitrage opportunities will typically involve securities of companies involved in restructurings (such as mergers, acquisitions, consolidations, liquidations, spinoffs, or tender or exchange offers) or that the Adviser believes are attractively priced relative to an economically equivalent security of the same or another company.

• Bankruptcy. Securities of companies that are, or are about to be, involved in bankruptcy.

• Cash and Conv...
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WINTERGREEN ADVISERS Portfolio Concentration

WINTERGREEN ADVISERS Location

333 ROUTE 46 WEST
SUITE 204
MOUNTAIN LAKES, New Jersey
UNITED STATES, 07046

WINTERGREEN ADVISERS Contact Information

Phone Number: 973-263-2600
Fax Number: 973-263-4105
Website:

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