Designed to outperform the Russell 1000® Value Index over a full market cycle.
Philosophy & Approach
We believe that:
|QTD||YTD||1-Yr Annualized||3-Yrs Annualized||5-Yrs Annualized||10-Yrs Annualized||Since Inception|
|LargeCap Value Strategy Gross of Fees||-3.10||0.54||11.93||10.26||6.83||9.63||11.26|
|LargeCap Value Strategy Net of Fees||-3.22||0.16||11.37||9.71||6.28||8.95||10.61|
|Russell 1000 Value Index||-3.16||1.79||14.44||11.05||6.23||8.45||9.80|
|S&P 500 Index||-3.27||13.07||21.62||10.15||9.92||11.91||10.51|
We have applied the same investment philosophy and core principles since our founding in 1983. Our competitive advantage is centered around our research process and investing where quality and value intersect.
For purposes of compliance with the GIPS standards, the firm (“Westwood” or the “Firm”) is defined as the assets of Westwood Management Corp. (“WMC”) and Westwood Advisors, L.L.C. (“Westwood Advisors”). WMC and Westwood Advisors are wholly owned subsidiaries of Westwood Holdings Group, Inc. (NYSE: WHG). WMC and Westwood Advisors are both SEC registered investment advisers under the Investment Advisers Act of 1940. WMC provides investment advisory services, primarily managing equity and fixed income portfolios, and Westwood Advisors provides investment advisory services, primarily to individual clients and entities as part of Westwood’s Wealth Management division. Registration does not imply a certain level of skill or training. On February 1, 2018, Westwood redefined the Firm by adding the assets of Westwood Advisors so that all SEC registered investment advisers under WHG would be included in the Firm definition. Policies for valuing portfolios, calculating performance, and preparing compliant presentations are available upon request, as is a complete list and description of the Firm’s composites, by contacting [email protected].
Westwood Management Corp. claims compliance with the Global Investment Performance Standards (GIPS®). Unless otherwise stated, performance shown is in U.S. Dollars.
The LargeCap Value composite, previously known as the LargeCap Value Equity Composite, includes all taxable and tax-exempt, fee-paying fully discretionary accounts invested primarily in equity securities with market capitalizations above $5 billion and having comparable objectives. The minimum portfolio size for inclusion in the LargeCap Value Composite is $5 million beginning January 1, 2006. Portfolio returns reflect the reinvestment of dividend and interest income. The LargeCap Value Composite is benchmarked against the Russell 1000 Value Index. The Russell 1000 Value Index is an unmanaged market index that measures the performance of those Russell 1000 Index companies with lower price-to-book ratios and lower expected growth values. The Russell 1000 Value Index contains those Russell 1000 companies that have higher book-to-price ratios, and thus a less-than-average growth orientation, than the remaining companies in the Russell 1000 Index that encompass the Russell 1000 Growth Index. The comparative index returns include reinvestment of income but do not include transaction costs or management fees.