Westwood Income Opportunity
The Westwood Income Opportunity Fund is an actively managed portfolio that aims to generate current income with capital appreciation and tax efficiency by focusing on companies with cash flow that is strong enough to support a sustainable or rising dividend. The fund invests in dividend-paying common stocks, preferred stocks, convertibles securities, energy MLPs and royalty trusts, REITs and selected debt instruments.
Investment approach
- The fund is managed to provide higher current income than offered by traditional fixed income products
- The fund is an actively managed portfolio of liquid and transparent securities.
- The focus is on companies with strong and improving cash flow sufficient to support a sustainable or rising income stream
- The fund will invest in a diversified group of income producing asset classes
The Fund’s investment universe includes:
- Preferred Stocks
- Convertible Securities
- Dividend Paying Common Stocks
- Real Estate Investment Trusts (REITs)
- Master Limited Partnerships & Trusts (MLPs)
- Bonds and Other Debt Securities
- Inflation-Protected Securities
- Money Market Instruments
More information
Please contact us to learn more about this and other Westwood portfolios or to set up a meeting with a member of our team.
Subadvisor
