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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
          MidCap Value
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          Income Opportunity
          MLP Infrastructure Renewal
          Balanced
          Dividend Growth
    • • 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
          MidCap Value
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          AllCap Growth
          International Value
          International Growth
          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
        MidCap Value
        SMidCap Value
        SMidCap Plus+
        SmallCap Value
        AllCap Value
        AllCap Growth
        International Value
        International Growth
        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 team.

        Products
        Westwood LargeCap Value Fund
        Westwood SMidCap Fund (Closed)
        Westwood SMidCap Plus Fund
        Westwood SmallCap Value Fund
        Westwood Income Opportunity Fund
        Westwood Balanced Fund
        Westwood Dividend Growth Fund
        Westwood Short Duration High Yield
  • News & Opinion

Trading Professionals

Susan Ware
Susan Ware
Susan Ware
Vice President, Trading

Ms. Ware joined Westwood in 2000 and currently serves as Vice President, Trading. She is primarily responsible for trading and for the monitoring of executions and operations of all trading related functions. Additionally, Ms. Ware is a member of the Trade Order Management Committee and serves on the advisory board for the Dallas Securities Traders Association.

Prior to joining Westwood, Ms. Ware has served as Head Equity Trader for GSB Investment Management, Inc. where she was responsible for trading all listed, OTC, foreign securities and fixed income. She has also held positions at Smith Barney, Research Institute of America and Eppler Guerin & Turner, Inc.

Ms. Ware graduated from Louisiana State University with a BS in Finance.

Contact:
(214) 756-6955
sware@westwoodgroup.com
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Shaun L. Neumann, CFA
Shaun Neumann
Shaun L. Neumann, CFA
Vice President, Trading

Mr. Neumann joined Westwood in 2009 as Vice President, Trading and specializes in small and mid-cap equities. He began his career with Dallas-based hedge fund HBK Capital Management, where he traded multiple products, including long/short and relative value equities, merger arbitrage, equity options and derivatives, futures, and swaps.

Mr. Neumann earned his BBA in Finance from Texas A&M University. While in college, he was a senior ranking member of the Corps of Cadets and served in the Ross Volunteer Company, which is the acting official Honor Guard for the Governor of Texas.

Contact:
(214) 756-6965
sneumann@westwoodgroup.com
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Stefanie Kennedy
Stefanie Kennedy
Stefanie Kennedy
Associate Vice President, Portfolio Coordinator

Ms. Kennedy joined Westwood in 1995 as a receptionist and was then promoted to Performance Analyst. Currently, she serves as Associate Vice President, Portfolio Coordinator, where she monitors portfolio guidelines for trading compliance, client reporting, new account setup and serves as a liaison between custodians and brokers on settlement issues.

Ms. Kennedy is a member of the Trade Order Management Committee and also serves as secretary for Westwood’s IT Steering Committee. In addition, she is a member of Westwood’s Charitable Events Committee.

Ms. Kennedy graduated from Southern Methodist University with a BS in Social Science.

Contact:
(214) 756-6969
skennedy@westwoodgroup.com
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Kim R. Mastrangeli
Kim Mastrangeli
Kim R. Mastrangeli
Portfolio Implementation Specialist

Ms. Mastrangeli joined Westwood in May 2009 and currently serves as a Portfolio Implementation Specialist. Prior to joining Westwood, she worked as an Investment Associate for Smith Asset Management Group, LP and a Junior Analyst for SSR Capital Partners, LP.

Ms. Mastrangeli graduated from Southern Methodist University with a BBA in Finance and a minor in Psychology. While there, she participated in the student run portfolio program, managing the Ann Rife Cox Endowment Fund.

Contact:
(214) 756-6959
kmastrangeli@westwoodgroup.com
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Rebecca E.Grunewald
Rebecca Grunewald
Rebecca E. Grunewald
Managed Accounts Coordinator

Ms. Grunewald graduated from Furman University with a BA in Business Administration. Prior to joining Westwood, she worked in New York City for SecondMarket, a financial services firm specializing in trading illiquid securities. Ms. Grunewald joined Westwood in November 2009 and serves as Managed Accounts Coordinator.

Contact:
(214) 756-6967
rgrunewald@westwoodgroup.com
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About Westwood
  • • About Westwood
  • • Our People >
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    • Trading Professionals
    • Institutional Sales Professionals
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    • Private Wealth Management – Omaha
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  • • Our Investment Process
  • • Our Business
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  • • 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
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.