Mr. Casey earned an MBA from the University of Texas at Dallas and a BS in Finance from Trinity University. Mr. Casey began his investment management career in 1985 with a private trust company as a balanced portfolio manager. Mr. Casey joined Westwood Management Corporation as a Vice President in 1992 and was appointed President and Chief Executive Officer of Westwood Trust in 1996. In 2001, he was named President and Chief Operating Officer and on October 1, 2005, he was named President and Chief Executive Officer of Westwood Holdings Group, Inc., which is traded on the NYSE. Mr. Casey is a member of the Governor’s Business Council for the State of Texas, a member of the Young Presidents’ Organization (YPO) and a graduate of the Securities Industry Association’s Institute at the Wharton School, University of Pennsylvania. He volunteered in the Big Brothers & Sisters Program of Metropolitan Dallas for 16 years and is an active supporter of Habitat for Humanity. Mr. Casey serves on the Tartan Board of Directors, a group exclusively devoted to raising money for the Texas Scottish Rite Hospital for Children. He is a member of the board of the Baylor Health Care System Foundation which helps raise money to support Baylor Health Care System’s mission of patient care, education, research and community service. Mr. Casey also serves on the Board of Trustees of the Cooper Institute, an organization that is dedicated to scientific research in the field of preventive medicine, public health and communicating the results of research to the scientific and medical communities as well as to the general public.
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.