“It’s Tough Not to Be Bullish Pro: David Spika, The Westwood Funds, shares investment strategies for the rest of the year.” David Spika appeared May 8, 2013 on CNBC’s ‘Squawk Box’ program in an interview with anchors Joe Kernen and Becky Quick.
Press & News
Thomas Lieu comments in a Bloomberg newswire story on the strongest performance of U.S. media stocks since 2011 (“Media Led by Comcast Best Proving Malone Wrong,” by Christopher Palmeri and Alex Sherman).
David Spika appeared on CNBC’s ‘Squawk on the Street’ program in a segment with anchors Carl Quintanilla, Melissa Lee and Simon Hobbs to discuss whether additional stock market records are likely, as uncertainty continues to plague global markets. To view the segment of CNBC’s ‘Squawk on the Street’, Click here.
In its lead item on Friday, MutualFundWire’s ‘Stork and Reaper’ fund-industry roundup noted Westwood Income Opportunity surpassing $1 billion in assets. To view the MutualFund Wire article, Click here.
Mark Freeman commented in a Bloomberg BusinessWeek story titled “Stocks Await Their Tipping Point” by Roben Farzad, on the investment outlook for stocks versus bonds.
David Spika appeared Wednesday morning on CNBC’s ‘Squawk on the Street’ program in a segment with anchors Carl Quintanilla, Simon Hobbs and Melissa Lee.
Mark Freeman appeared today on CNBC’s ‘Closing Bell’ program in a segment from the New York Stock Exchange with anchors Maria Bartiromo and Bill Griffeth
Beyond Bonds – Mark Freeman, CIO and Portfolio Manager, is featured in the November issue of Financial Advisor. As interest rates remain at rock-bottom levels, Mark gives his perspective on rates, fixed income, dividends and the fund’s diversified income strategy. To read more, click here.
Westwood appoints Mark A. Wallace, CPA, as Chief Financial Officer.
Market Folly posted notes from Susan Byrne’s presentation at the Great Investors’ Best Ideas Investment Symposium To read more, click here.