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About Westwood
Institutional Investing
Single Investments
Single
Investments
Institutional investment strategies for larger institutions interested in a single product solution or a separately managed account.
LargeCap Value
LargeCap Value - Socially Responsible
MidCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
Income Opportunity
MLP Infrastructure Renewal
Balanced
Dividend Growth
Comprehensive Allocation Strategy
Comprehensive
Allocation
Strategy
Institutional investment strategies for small to mid-sized institutions interested in a comprehensive portfolio solution.
Enhanced Balanced™
Equity
LargeCap Value
MidCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
AllCap Growth
International Value
International Growth
Fixed
Income
Investment Grade Bond
High Yield Bond
Short Duration High Yield Bond
Specialty
Real Estate Investment Trust (REIT)
Income Opportunity
Global Strategic Diversification (GSD)
Private Wealth Management
Private
Wealth
Management
Customized wealth management solutions to help you grow and protect your personal assets, backed by our proven Enhanced Balanced™ Portfolio approach.
Enhanced Balanced™
Equity
LargeCap Value
MidCap Value
SMidCap Value
SMidCap Plus+
SmallCap Value
AllCap Value
AllCap Growth
International Value
International Growth
Fixed
Income
Investment Grade Bond
High Yield Bond
Short Duration High Yield Bond
Specialty
Real Estate Investment Trust (REIT)
Income Opportunity
Global Strategic Diversification (GSD)
Mutual Funds
Mutual
Funds
The WHG Funds make it convenient for investors of all sizes to benefit from the institutional rigor and consistent approach of the Westwood team.
Products
WHG LargeCap Value Fund
WHG SMidCap Fund (Closed)
WHG SMidCap Plus Fund
WHG SmallCap Value Fund
WHG Income Opportunity Fund
WHG Balanced Fund
WHG Dividend Growth Fund
WHG Short Duration High Yield
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