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          Institutional investment strategies for larger institutions interested in a single product solution or a separately managed account.

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          Institutional investment strategies for small to mid-sized institutions interested in a comprehensive portfolio solution.

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        Customized wealth management solutions to help you grow and protect your personal assets, backed by our proven Enhanced Balanced™ Portfolio approach.

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        Equity
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        SmallCap Value
        AllCap Value
        AllCap Growth
        International Value
        International Growth
        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 team.

        Products
        Westwood LargeCap Value Fund
        Westwood SMidCap Fund (Closed)
        Westwood SMidCap Plus Fund
        Westwood SmallCap Value Fund
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        Westwood Balanced Fund
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        Westwood Short Duration High Yield
  • News & Opinion

Newsletters

Dividend Paying Stocks: Fact vs. Fiction

Dividend Paying Stocks: Fact vs. Fiction

By: Westwood|March 13, 2012

Low bond yields and short-term interest rates near 0% are bringing stock dividends back as a hot topic in the media. The constant chatter will invariably include some half-truths, misunderstandings, or just plain bad information. Inside, we attempt to clarify between fact and fiction.

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Time to Get Real

Time to Get Real

By: Westwood|March 7, 2012

For Investors, It Is Time to Get Real March 2012 Print PDF Version Interest rates in the United States are extremely low. In 2011, rates declined to near historic lows in part due to the sovereign debt crisis in Europe and fears of a global recession.  However, investors should note that rates are effectively much …

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Dividends – The Return of the Good Old Days

Dividends – The Return of the Good Old Days

By: Westwood|February 21, 2012

Market focus certainly changes over time, but as the market appetite for use of corporate cash comes full circle, and dividends come back in vogue, we believe startegies that invest in high quality dividend paying stocks will be quite attractive over the next few years.

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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.