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  • 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
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          SMidCap Value
          SMidCap Plus+
          SmallCap Value
          AllCap Value
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    • • 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
          MidCap Value
          SMidCap Value
          SMidCap Plus+
          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)
  • 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
        MidCap Value
        SMidCap Value
        SMidCap Plus+
        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
        Westwood Income Opportunity Fund
        Westwood Balanced Fund
        Westwood Dividend Growth Fund
        Westwood Short Duration High Yield
  • News & Opinion

Press & News

Press & News: CNBC Squawk on the Street

Press & News: CNBC Squawk on the Street

By: Westwood|May 17, 2012

CNBC Anchor, Carl Quintanilla, interviews David Spika in a four-minute segment.

Press & News: TheStreet interviews Ragen Stienke

Press & News: TheStreet interviews Ragen Stienke

By: Westwood|May 9, 2012

TheStreet yesterday featured a brief interview of Ragen Stienke recorded by fund reporter Gregg Greenberg.

Press & News: Fox Business Network ‘After the Bell’

Press & News: Fox Business Network ‘After the Bell’

By: Westwood|May 3, 2012

David Spika appears on Fox Business Network’s ‘After the Bell’ program in a segment covering earnings reports after the closing bell with anchors Liz Claman and Ashley Webster, reporters Adam Shapiro and Sandra Smith, and Option Pit Mentoring and Consulting director of education Mark Sebastian.

Press & News: CNBC Closing Bell

Press & News: CNBC Closing Bell

By: Westwood|May 3, 2012

“Seeing Opportunity: Stocks or Bonds?” – Ragen Stienke appears on CNBC’s ‘Closing Bell’ program in a segment from the New York Stock Exchange with anchors Maria Bartiromo and Bill Griffeth, and Charles Schwab fixed income strategist Kathy Jones.

Press & News: Westwood Launches Global and Emerging Markets Equity Strategies

Press & News: Westwood Launches Global and Emerging Markets Equity Strategies

By: Westwood|April 12, 2012

Westwood Holdings Group, Inc. (NYSE: WHG) today announced the expansion of its range of investment strategies with the addition of Global and Emerging Markets equity strategies.

Dividends and Tech Stocks: Happy Days

Dividends and Tech Stocks: Happy Days

By: Westwood|February 22, 2012

CJ MacDonald, Portfolio Manager at Westwood Management, is out with a note this week covering the history of dividends and an eye toward today’s changing dividend landscape in technology.

Press & News: Value Investor Insight

Press & News: Value Investor Insight

By: Westwood|July 29, 2011

Value Investor Insight’s features Ragen Stienke in “Defense Never Rests.” Value Investor Insight – July 29, 2011 the article..

Press & News: FUNDfire

Press & News: FUNDfire

By: Westwood|February 23, 2011

Westwood’s SMidCap strategy has been recognized as the top performing US equity strategy for 10-years ending December 31, 2010. FUNDfire – Feburary 23, 2011 to view the article.

Press & News: Morningstar

Press & News: Morningstar

By: admin|December 25, 2010

The WHG SMidCap Fund (WHGMX) added to Morningstar’s ‘FundInvestor 500′ – Morningstar’s selection of “the industry’s best and notable funds.”

Press & News: CNBC Power Lunch

Press & News: CNBC Power Lunch

By: Westwood|October 10, 2010

Mark Freeman, Senior Vice President and Portfolio Manager, appeared on CNBC’s ‘Power Lunch’ program. Click here to view the segment.

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News & Opinion
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DALLAS
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T: (214) 756-6900
F: (214) 756-6979
OMAHA
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Omaha, Nebraska 68124
T: (402) 393-1300
F: (402) 361-2053
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.