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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
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          Income Opportunity
          MLP Infrastructure Renewal
          Balanced
          Dividend Growth
          Global Equity
          Emerging Markets
          Emerging Markets Plus
    • • 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
          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
          AllCap Growth
          Global Equity
          Emerging Markets
          Emerging Markets Plus
          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
        SMidCap Value
        SMidCap Plus+
        SmallCap Value
        AllCap Value
        AllCap Growth
        Global Equity
        Emerging Markets
        Emerging Markets Plus
        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 teams.

        US Mutual Funds
        Income Opportunity Fund
        Short Duration High Yield
        Dividend Growth Fund
        LargeCap Value Fund
        SmallCap Value Fund
        SMidCap Plus Fund
        SMidCap Fund (Closed)
        Emerging Markets Fund
        Global Dividend Fund
        Global Equity Fund

        Canadian Mutual Funds
        Advisors click here
        Investors click here
  • News & Opinion

Terms & Conditions

Your Use of westwoodgroup.com

We hope that your visit to Westwoodgroup.com is enjoyable and of value to you. We also hope that you will return frequently and use it for a variety of services. The information contained on this site is provided for informational purposes only. All information and content on this Web site is subject to applicable statutes and regulations, furnished “as is” with no warranty of any kind, implied or expressed, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement. While Westwood seeks to provide accurate and timely information, there may be inadvertent technical or factual inaccuracies and typographical errors for which we apologize. We reserve the right to make changes and corrections at any time.

Westwood does not warrant that the functions contained in the materials will be uninterrupted or error-free, that defects will be corrected, or that this website or the servers that make it available are free from viruses or other harmful components. Westwood does not warrant or represent that the materials on this website are correct, accurate, or reliable. You (and not Westwood) assume the entire cost of all necessary servicing, repair, or correction of your property or operations as a result of using this website.

Hyperlinks to Other Site

We may occasionally provide “hyperlinks,” also known just as “links,” to other companies’ websites. We provide these links when we think there are other websites that may interest or educate you. This is done as a convenience to you and should not be construed as an endorsement of any website, company, product or service by Westwood. While we make every attempt to provide links only to those websites we think are worthwhile and accurate, we cannot be responsible for the content or accuracy of the information presented on those websites and we specifically disclaim any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of them. We reserve the right to terminate a link to a third party website at any time. If you leave this Web site by way of a hyper-link to another Web site, you do so at your own risk.

By using our website, you accept at your own risk that the Internet and online communications medium may not perform as intended despite the efforts of Westwood, your Internet Service Provider, and you.

Decisions based on information contained on Westwood’s site are the sole responsibilitiy of the visitor, and in exchange for using Westwood’s site, the visitor agrees to hold Westwood harmless against any claims for damages arising from any decisions the visitor makes based on such information.

You are not authorized to post on or transmit to or from this website any unlawful, threatening, libelous, defamatory, obscene, scandalous, inflammatory, pornographic, or profane material, or any other content that could give rise to any civil or criminal liability under the law.

A complete description of Westwood, products and services can be found in its Form ADV, Part II, on file with the Securities and Exchange Commission. A copy is available from Westwood upon request.


DALLAS
200 Crescent Court, Suite 1200
Dallas, Texas 75201
T: (214) 756-6900
F: (214) 756-6979

OMAHA
1125 South 103rd Street,Suite 580
Omaha, Nebraska 68124
T: (402) 393-1300
F: (402) 361-2053

TORONTO
161 Bay Street,
Suite 3950
TD Canada Trust Tower
Toronto, ON M5J 2S1
Canada
T: (416) 361-6850
F: (416) 361-6851

info@westwoodgroup.com

info@westwoodgroup.com

Careers | Privacy | Terms & conditions | Site map | Contact
DALLAS
200 Crescent Court, Suite 1200
Dallas, Texas 75201
T: (214) 756-6900
F: (214) 756-6979
OMAHA
1125 South 103rd Street, Suite 580
Omaha, Nebraska 68124
T: (402) 393-1300
F: (402) 361-2053
TORONTO
161 Bay Street,
Suite 3950
TD Canada Trust Tower
Toronto, ON M5J 2S1
Canada
T: (416) 361-6850
F: (416) 361-6851
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.