The Warriors of Westwood Award, named after Coach John Wooden, is selected by the Executive Team for remarkable contributions impacting the strategic direction of the firm. The Award recognizes teamwork and excellence in the areas of leadership, strategy, research, innovation, technology, operations and the client experience.

Warriors of Westwood 2017 | Select Equity Team

This year, one of the recipient teams was the Select Equity Team for their performance in its first year. See below for some highlights of the Select Equity investment solution.

19 Years

Industry Experience

Among portfolio team members

5.13%

Excess Return Since Inception

5

Securities Actively Harvested for Tax Losses

During 2017

85.13%

Active Share

6.40

Annualized Alpha Since Inception*

Using gross of fees vs. the Russell 3000

6.01

Sharpe Ratio

measuring the risk adjusted returns

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