Westwood offers investment capabilities across high-conviction equity and outcome-oriented solutions for institutional investors, intermediaries and financial advisors.
Westwood offers expert advice to oversee every aspect of a client’s wealth strategy including financial planning, trust and estate services, customized investment solutions and financial services for charitable organizations.
Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. Over 34 years, our foundational focus has been to protect client capital and to help clients weather some of the most challenging markets in history. Being active describes more than our approach to investing. It’s also how we run our business as a publicly traded company. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. We are active in providing high-value investment strategies, values-based advice, exceptional client service and always putting our clients’ interests first.
Institutional investors face significant challenges in the future meeting an average 7.6% annual return assumption...Learn more
The Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with Westwood Holdings Group, Inc. or any other affiliate. SIDCO is located at 1 Freedom Valley Drive, Oaks PA 19456.
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 (1.877.386.3944). Please read the prospectus carefully before investing.
Mutual fund investing involves risk, including the possible loss of principal.