The Westwood Income Opportunity strategy:

  • Is actively managed, utilizing a bottom-up security selection process.
  • Utilizes a tactical asset allocation approach.
  • Invests in dividend-paying common stocks, preferred stocks, convertible securities, royalty trusts, master limited partnerships (MLPs), real estate investment trusts (REITs), bonds (corporate, government, and Treasury-Inflation Protected Securities (TIPS)) and other debt securities, and cash.
  • Controls risk by limiting the target weight of each holding, imposing maximum issuer weightings, and limiting sector weightings.  Equity and fixed income asset class weightings are unconstrained while the remaining asset classes are limited to 35%.

Investment Team

Westwood believes that team management creates a sense of ownership, accountability and consistency in the investment process. Our Income Opportunity team is supported by a fundamental research team that has cross capitalization responsibilities in specific sectors.

Within our process, Research Analysts generate investment ideas, while the Portfolio Team is responsible for portfolio construction. Each of our Research Analysts is also on a Portfolio Team, which leads to a very collaborative environment where we fully utilize the expertise of all investment team members. 

Portfolio Team

Mark R. Freeman, CFA

Chief Investment Officer

Todd L. Williams, CFA

Portfolio Manager/Research Analyst