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Quality is the Key to Getting the Shift to Small Cap Value Right

Investment Management

Empowering Smarter Portfolio Decisions

U.S. Value Equity

Conviction-based active management investing in high quality companies with undervalued future earnings potential.

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Asset Allocation

Flexible approach investing across a wide range of asset classes to navigate challenging markets.

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Energy & Real Assets

Invests in a broad range of MLPs and energy infrastructure companies for capital appreciation and income.

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Long-Short Equity

Directional equity strategies using a disciplined four-pillar process with an emphasis on reducing volatility and managing drawdowns.

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Income Alternatives

Market-neutral and yield-driven strategies using non-traditional securities to generate low correlated returns to the bond market.

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Systematic Equity

Growth strategies driven by a quantitative assessment of growth, quality, and momentum, paired with a fundamental and risk overlay.

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Westwood is an asset management firm serving institutional investors, intermediaries and financial advisors. Westwood investment management teams are located in Dallas, Houston and San Francisco.

Institutional Strategies

Through separately managed accounts, mutual funds and other pooled investments, we serve public, private and sovereign institutions globally. See Our Products

Intermediary Strategies and Funds

Westwood Funds provides mutual fund investments to advisors, private wealth clients and leading institutions that echo the strategies Westwood has provided to institutional investors for over 30 years. See Our Products

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Value Investing — The Westwood Way

Historically, various economic backdrops have been more or less favorable for the investment in...

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