Investing at the Intersection of Quality and Value

We believe investing in undervalued, high-quality businesses can generate a return premium resulting in lower absolute downside risk and superior risk-adjusted returns.

  • Superior business models have sustainable competitive advantages.
  • High-quality businesses have better opportunities to reinvest cash flows, pursue M&A and return capital to shareholders.
  • Quality performs better during periods of economic uncertainty resulting in lower downside risk.
  • Requires a fundamental, active multi-faceted approach analyzing profitability, stability and financial strength across industries.
  • Valuation methods using current and future cash flows to determine intrinsic value is essential — making valuation critical to realizing the return premium.
  • Investing in our “best ideas” is key to capturing the return premium at the intersection of quality and value.

Team-Based Approach

Step 1: Idea Generation

Research analysts serve as industry experts with an average of 18 years of experience.

Step 2: Peer Group Review

Research Groups (made up of Research Analysts and Portfolio Managers) challenge the investment thesis and determine the approved list.

Step 3: Portfolio Construction

The Portfolio Team is responsible for security selection and managing portfolio risk.

Our Team

Our U.S. Value Equity Team includes industry analysts and research groups that are involved throughout the portfolio management process. By employing our core principles, we seek to invest in high-quality companies with undervalued earnings potential while limiting absolute downside risk.

13
Investment Professionals
Based in Dallas
*as of 03/31/18

U.S. Value Equity Team

William E. Costello, CFA
Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manager
Matthew R. Lockridge
Senior Vice President, Co-Director of Equity Portfolios, Senior Portfolio Manager
Todd L. Williams, CFA
Senior Vice President, Director of Equity Research, Portfolio Manager
Prashant R. Inamdar, CFA
Senior Vice President, Portfolio Manager, Senior Research Analyst
Grant L. Taber, CFA
Senior Vice President, Senior Portfolio Manager, Research Analyst
Trip Rodgers, CFA
Senior Vice President, Senior Research Analyst
Lauren C. Hill, CFA
Vice President, Portfolio Manager, Research Analyst
Matthew Na, CFA
Vice President, Portfolio Manager, Research Analyst
Frederic G. Rowsey, CFA
Vice President, Portfolio Manager, Research Analyst
Michael H. Wall
Vice President, Portfolio Manager, Research Analyst
Ben Chittenden, CFA
Vice President, Research Analyst
William Sheehan, CFA
Vice President, Portfolio Manager, Research Analyst
Kyle Martin, CFA
Vice President, Research Analyst

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Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO).

Check the background of this firm.