A Global Investment and Wealth Management Firm
Deep and Experienced Team
Dallas, Houston, Toronto and Boston
Westwood Management Corp was founded in 1983 as an SEC Registered Investment Advisor.
Since 2002, Westwood Holdings Group, Inc. has been a publicly traded company.
Owners act differently than employees, so our goal is that all employees become owners, reinforcing our alignment with clients. Equity ownership is a meaningful component of every employee’s compensation and employees and directors currently hold over 23%* of Westwood stock. This approach aligns the interests of our employees, clients and shareholders.
*As of March 6, 2017
We understand the importance of providing an unmatched client experience and extraordinary service to our clients. Collaborating across the organization with a focus on clients is how we’ve helped clients weather some of the most challenging markets in history and why we continue to provide competitive investment returns, excellent client service and value to our shareholders.
We have a long history of community engagement and contributing to build a more sustainable future. Our efforts are not only outward facing, but we also invest considerable resources to create a healthy and happy workplace for our employees.
We embrace a client-centric approach in everything we do. We have adopted the John Wooden pyramid of success which guides our values, ethical standards and decision making processes. This distinguishes us from our competition and has helped lead to our clients’ long-term success.
Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries.
With $23.6 billion in assets under management (as of September 30, 2017), the firm offers a range of investment strategies including U.S. equities, Master Limited Partnerships (MLPs), Multi-Asset, Global and Emerging Markets equities, and Global Convertible securities portfolios. Access to these strategies is available through separate accounts, the Westwood Funds family of mutual funds, UCITS funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Toronto, Boston and Houston.
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.