Westwood Balanced
The Westwood Balanced strategy combines Westwood’s well-established LargeCap Equity and Fixed Income strategies into a single solution. These strategies are designed to produce superior investment returns on their own, and provide the added benefit of asset allocation together.
The portfolio generally targets a 60%/40% blend between stocks and bonds, but the asset allocation can be customized to meet the investment objectives and risk tolerance of each client.
Process
An asset allocation between stocks, bonds, and cash is established based on an assessment of the economy and capital market expectations, which is formalized in the Westwood capital market outlook.
Once an appropriate asset allocation structure is established, the LargeCap Equity and Fixed Income investment teams construct a portfolio that reflects the models of both strategies, which are driven by bottom-up research on individual securities.
Performance
(As of 12/31/2012)
| Inception date | 4Q12 | YTD | 1 yr trailing | 3 yr trailing | 5 yr trailing | Since Inception | |
| Balanced | 1/1/1987 | 1.5% | 12.2% | 12.2% | 8.6% | 3.0% | 10.2% |
| Net of Fees | 1.3% | 11.5% | 11.5% | 7.9% | 2.4% | 9.5% | |
| 60% S&P 500 / 40% Barclays Capital Government/Credit | -0.7% | 11.6% | 11.6% | 9.6% | 3.9% | 8.9% | |
Click to download composite performance details.
“Past performance is not a guarantee of future returns. Returns are preliminary and are subject to change. Click here for the performance disclosure. The disclosures provided are considered an integral part of this presentation.”
More information
Contact us to learn more about this and other Westwood portfolios.
Portfolio team
Matthew R. Lockridge
Vice President,
Research Analyst,
Portfolio Manager
Lisa Dong, CFA
Senior Vice President, Research Analyst
Mark R. Freeman, CFA
Executive Vice President, Chief Investment Officer
Scott Lawson, CFA
Vice President,
Senior Research Analyst
Varun Singh, PhD, CFA
Vice President,
Research Analyst