Our objective is to pursue superior returns while we control overall portfolio risk for our clients.
Philosophy & Approach
We believe that:
|QTD||YTD||1-Yr Annualized||Since Inception|
|MidCap Value Strategy Gross of Fees||-2.05||7.64||18.26||3.00|
|MidCap Value Strategy Net of Fees||-2.21||7.12||17.50||2.34|
|Russell Midcap Value Index||-4.46||0.54||11.05||-2.65|
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. and Westwood International Advisors Inc. Westwood Management Corp. is an SEC registered investment adviser under the Investment Advisers Act of 1940 that provides investment supervisory services, managing equity and fixed income portfolios. Westwood International Advisors Inc. is a registered portfolio manager with the Ontario Securities Commission and the Autorité des marchés financiers in Quebec that provides investment supervisory services for global and emerging markets equity portfolios. Westwood Management Corp. and Westwood International Advisors Inc. are wholly owned subsidiaries of Westwood Holdings Group, Inc. (NYSE: WHG). 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 MidCap Value composite, previously known as the MidCap 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 MidCap Value Composite is $5 million beginning January 1, 2006. Portfolio returns reflect the reinvestment of dividend and interest income. The MidCap 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.