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  • About Westwood
  • Institutional Investing
    • • Single Investments
        • Single Investments


          Institutional investment strategies for larger institutions interested in a single product solution or a separately managed account.

          LargeCap Value
          LargeCap Value - Socially Responsible
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          Income Opportunity
          MLP Infrastructure Renewal
          Balanced
          Dividend Growth
          Global Equity
          Emerging Markets
          Emerging Markets Plus
    • • Comprehensive Allocation Strategy
        • Comprehensive Allocation Strategy


          Institutional investment strategies for small to mid-sized institutions interested in a comprehensive portfolio solution.

          Enhanced Balanced™


          Equity
          LargeCap Value
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          AllCap Growth
          Global Equity
          Emerging Markets
          Emerging Markets Plus
          Fixed Income
          Investment Grade Bond
          High Yield Bond
          Short Duration High Yield Bond

          Specialty
          Real Estate Investment Trust (REIT)
          Income Opportunity
          Global Strategic Diversification (GSD)
  • Private Wealth Management
      • Private Wealth Management


        Customized wealth management solutions to help you grow and protect your personal assets, backed by our proven Enhanced Balanced™ Portfolio approach.

        Enhanced Balanced ™


        Equity
        LargeCap Value
        SMidCap Value
        SMidCap Plus+
        SmallCap Value
        AllCap Value
        AllCap Growth
        Global Equity
        Emerging Markets
        Emerging Markets Plus
        Fixed Income
        Investment Grade Bond
        High Yield Bond
        Short Duration High Yield Bond

        Specialty
        Real Estate Investment Trust (REIT)
        Income Opportunity
        Global Strategic Diversification (GSD)
  • Mutual Funds
      • Mutual Funds


        The Westwood Funds make it convenient for investors of all sizes to benefit from the institutional rigor and consistent approach of the Westwood teams.

        US Mutual Funds
        Income Opportunity Fund
        Short Duration High Yield
        Dividend Growth Fund
        LargeCap Value Fund
        SmallCap Value Fund
        SMidCap Plus Fund
        SMidCap Fund (Closed)
        Emerging Markets Fund
        Global Dividend Fund
        Global Equity Fund

        Canadian Mutual Funds
        Advisors click here
        Investors click here
  • News & Opinion

Welcome to a different kind of investment company

At Westwood, we follow a time-tested investment discipline and put people first. This is how we’ve weathered some of the most challenging markets in history.

Susan M. Byrne founded Westwood in 1983 out of a fierce personal commitment to give investors a trustworthy investment solution. To this day, every one of us carries on her commitment to protect our clients’ capital. This singular approach has earned the trust of institutional, private, and mutual fund investors.

  • Pure focus. We are focused on the conservative, value-oriented investment management philosophy that has helped our clients succeed over multiple market cycles.
  • Solid foundation. We run our business like those we invest in: smart, stable, and secure. We are a public company with no debt, ample cash on hand, and employee shareholders who enjoy coming to work every day.
  • Powerful performance. We generate results for our clients. We have produced nearly 30 years of powerful performance for our clients, including the best performing U.S. equity portfolio of the last decade.*

Whether you are managing personal investments or are responsible for a pension, trust, or other pool of assets, you will discover that Westwood is a truly different kind of investment company: one that puts you first.

Come and see for yourself

A visit to the Westwood office is perhaps the best way to see how deeply we value talent, commitment and heart. You’ll see corridors lined with photos of our employees’ world travels, pictures of family and friends in the lounge, and tributes to Service and Recognition that honor the long tenures of our team members and the many ways they serve the community. We welcome you as a guest, so please contact us for a tour today.

 

* Source: Informa Investment Solutions, PSN Top Guns report, to December 31, 2010

About Westwood
  • • About Westwood
  • • Our People >
    • Executive Leadership
    • Investment Professionals
    • Westwood International Advisors
    • Trading Professionals
    • Institutional Sales Professionals
    • Private Wealth Management – Dallas
    • Private Wealth Management – Omaha
    • Client Service and Marketing
    • Operations and Business
  • • Our Investment Process
  • • Our Business
  • • Our Role in the Community
  • • Investor Relations

info@westwoodgroup.com

Careers | Privacy | Terms & conditions | Site map | Contact
DALLAS
200 Crescent Court, Suite 1200
Dallas, Texas 75201
T: (214) 756-6900
F: (214) 756-6979
OMAHA
1125 South 103rd Street, Suite 580
Omaha, Nebraska 68124
T: (402) 393-1300
F: (402) 361-2053
TORONTO
161 Bay Street,
Suite 3950
TD Canada Trust Tower
Toronto, ON M5J 2S1
Canada
T: (416) 361-6850
F: (416) 361-6851
The WHG Funds are distributed by SEI Investments Distribution Co. SEI Investments Distribution Co. is not affiliated with Westwood Holdings Group, Inc. or any other affiliate.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by calling 1-877-FUND-WHG. Please read the prospectus carefully before investing.

Mutual fund investing involves risk, including the possible loss of principal.