Westwood’s U.S. Value team helps high net worth investors and families as well as, select foundations, endowments and corporations achieve their investing goals by offering a disciplined investment process and rigorous risk management. The team believes that:

  • Proprietary fundamental research is the best way to identify high quality companies with undervalued earnings growth potential and limited downside.
  • Investor skepticism leads to an under-appreciation of the earnings potential of such companies, while strong fundamental characteristics limit downside risk.
  • The true value of these companies is recognized as the result of persistent earnings growth that exceeds expectations.