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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

Ask Westwood

We want to hear from you. Ask Westwood is a quarterly response to client questions by Westwood investment professionals. Please use the form below to submit your questions. Thank You.
Ask Westwood: 1Q 2012

Ask Westwood: 1Q 2012

By: Westwood|March 16, 2012

Food and energy costs are rising. The number of retirees are increasing. How does this take a toll on consumer spending and how does Westwood view its effect on the economy? With recent actions of the Federal Reserve and other global central banks, how are we addressing the variables of deflation and inflation?

Mark Freeman, Chief Investment Officer, responds to these questions and shares our outlook on return potential of equities and fixed income, as well as views of the European Central Banks’ efforts in dealing with the debt crisis.

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Ask Westwood: 3Q-2011

Ask Westwood: 3Q-2011

By: Westwood|November 23, 2011

In our regular, quarterly series, Mark Freeman, Co-Chief Investment Officer, speaks with Nick English, Assistant Vice President and Private Client Advocate, about the current volatility in the market and how it affects you as an investor. What should you do at times like these? Hear his comments on both policy-related and macro-related sources of this volatility, learn about operation twist and hear about other components of stimulus to the economy and how these elements can affect the markets.

Read more »

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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.