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

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

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

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

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 3/31/2012)

	Inception date	1Q12	YTD	1 yr trailing	3 yr trailing	5 yr trailing	Since Inception
Balanced	1/1/1987	7.8%	7.8%	7.0%	14.4%	3.9%	10.3%
Net of Fees		7.6%	7.6%	6.4%	13.8%	3.3%	9.6%
60% S&P 500 / 40% Barclays Capital Government/Credit		7.5%	7.5%	8.9%	17.0%	4.2%	9.0%

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.”