Welcome to a better investment approach

At Westwood, our consistent, collaborative approach has focused on helping our clients grow and protect their capital through nearly three decades of market cycles.

At the heart of our investment success is proprietary fundamental research that uncovers companies with limited downside risk and compelling upside potential. By investing in undervalued companies, our goal is to preserve capital in unfavorable periods and to provide superior risk-adjusted returns over the long term.

Anatomy of a portfolio team

Unlike most firms, we don’t draw a line between investment research and portfolio management. Each Westwood analyst is a member of a Research Group that focuses their efforts on finding opportunities in specific industries, and a Portfolio Team that manages specific strategies.

This interwoven, collaborative structure is better able to identify opportunities through a dynamic cross-pollination of ideas. It also ensures that investment decisions are always driven by firsthand research and our proven value discipline.