The Westwood Worldwide Income Opportunity strategy:

  • Is actively managed, utilizing a bottom-up security selection process.
  • Utilizes a tactical asset-allocation approach.
  • Invests in global dividend-paying common stocks, global preferred stocks, global convertible securities, royalty trusts, master limited partnerships (MLPs), global real estate investment trusts (REITs), global bonds (corporate and government) and other global 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 Worldwide 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

Daniel Barnes, CFA

Research Analyst

Todd L. Williams, CFA

Portfolio Manager/Research Analyst