In the News
CNBC Squawk on the Street
February 19, 2010
David Spika, Senior Vice President, Investment Strategist appeared on CNBC's 'Squawk on the Street' program.
Seeking Alpha
February 17, 2010
Seeking Alpha featured a Q&A with Susan Byrne in "Fund Manager Susan Byrne's Highest Conviction Pick: Big Blue." To view the article, click here.
Bloomberg.com
February 3, 2010
Mark Freeman, Senior Vice President, Portfolio Manager, is quoted in Bloomberg's U.S. market report, "U.S. Stocks Retreat as Service Industries Trail Forecasts." Click here to view the article.
The Trust Advisor Blog
January 25, 2010
Westwood Trust’s “Common Trust Funds” Emerge as Bellwether Business Model for Advisors. To view the article, click here.
The Trust Advisor Blog
January 11, 2010
Westwood Trust Shines Helping Advisor Pull In $2 Billion in New Accounts During Meltdown. To view the article, click here.
CNBC Squawk on the Street
January 8, 2010
David Spika, SVP & Investment Strategist, appeared on CNBC's 'Squawk on the Street' program.
Barron's
December 14, 2009
Lisa Dong, VP & Research Analyst, is cited in Barron’s in a feature on Invesco.
Morningstar
December 2009
The WHG SMidCap Fund (WHGMX) added to Morningstar’s 'FundInvestor 500' – Morningstar’s selection of “the industry’s best and notable funds.”
Morningstar
December 7, 2009
On Morningstar, WHGLX is cited among "Ultimate Stock-Picker" sellers of Automatic Data Processing (ADP).
Business Week
December 7, 2009
Ragen Stienke, VP & Research Analyst is quoted in the December 7 issue of Business Week in a 'Money Report' item on Tupperware.
CNBC Closing Bell
November 19, 2009
Ragen Stienke, VP & Research Analyst appeared on CNBC's 'Closing Bell' program in a segment from the New York Stock Exchange.
CNBC Squawk on the Street
November 17, 2009
David Spika, SVP & Investment Strategist, appeared on CNBC's 'Squawk on the Street' program.
Morningstar
November 9, 2009
Morningstar FundInvestor blog covers the WHG Balanced Fund.
Smart Money
October 2009
Mark Freeman, SVP & Portfolio Manager, is quoted in the October issue of Smart Money in a 'Street Smart' item on protecting against inflation.
CNBC Squawk on the Street
October 7, 2009
Ragen Stienke, VP & Research Analyst, appeared on CNBC's 'Squawk on the Street' program in a "Five-Star Investors" segment focusing on the WHG SMidCap Fund.
* Mutual fund investing involves risk including loss of principal. There is no assurance that a fund will meet its stated objective. To determine if a 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. Read the prospectus carefully before investing.
Westwood Management Corp. serves as investment advisor to the WHG family of mutual funds. The WHG Funds are distributed by SEI Investments Distribution Co., which is not affiliated with Westwood Management Corp. You can obtain a prospectus by calling 1-877-FUND-WHG (1-877-386-3944).
Westwood Management Corp. serves as investment sub-advisor to the Westwood family of mutual funds. The Westwood Funds are distributed by Gabelli & Company. You can obtain a prospectus by calling 1-800-GABELLI (1-800-422-3554).