Where Cash Is Yielding Big Time
Barron's
October 29, 2007This edition of Barron's features an interview with Susan Byrne, our Chairman and CIO. The article briefly remarks on a few of our thoughts on the economy (subprime mortgages, oil prices, credit, consumer) and investment trends (U.S. multinationals, technology, housing).
The World's Greatest Investors
Smart Money
August 2007"The World's Greatest Investors" is the cover story of the August issue of Smart Money magazine. Susan Byrne, our Founder and Chief Investment Officer, is pictured alongside Warren Buffett as one of the five investors featured in this article. We urge you to take a look - click here to view the article.
A Savvy Investor's Global Vision
Louis Rukeyser's Wall Street
May 2007Few money managers can match Susan Byrne's deep experience, innate common sense and uncommon results.
Best of the New Funds
Kiplinger's Personal Finance
April 2007With experienced managers in charge, you needn't sweat the lack of track records.
For information about the WHG Funds discussed in the article, click here.
The Closing Bell
CNBC
December 6, 2006
As 2006 comes to a close, Susan Byrne, Chairman and CIO, discusses Westwood’s favorable outlook for the markets as the world economy and U.S. equities benefit from a shift to a new, highly liquid environment.Click here to see the video from the December 6th episode of CNBC's "The Closing Bell."
The Byrne FactorSmartMoneyDecember 2006"Over the past 15 years, Westwood Equity AAA has run rings around the S&P 500, soaring 579 percent. How Susan Byrne rose from the secretarial pool to become one of Wall Street's top performers."For information about the WHG Funds discussed in the article, click here.
Wake Up, Smell the Coffee
welling@weeden
September 22, 2006Westwood's Susan Byrne sees value in cyclicals, techs and cash. Click here to view the article.
Slowdown, not recession?
Westwood's Byrne says key is what happens outside the U.S.Dallas Morning NewsApril 12, 2006Susan Byrne, chairman of Westwood Holdings Group, foresees an economic slump, but not a recession. Click here to view the article.Pensions & InvestmentsFebruary 20, 2006Pensions & Investments has ranked our SMidCap Equity and LargeCap Equity products among the Top 10 Managers in the Commingled Domestic Overall Equity and Commingled Domestic Value Equity categories for the one-year period ended December 31, 2005.Lipper Quarterly Equity Fund Performance AnalysisLipper ranked the Westwood Equity Fund 1st among Multi-Class LargeCap Value Funds for the one-year period ended December 31, 2005."The Winner's Circle"SmartMoney Fourth Annual Investor RoundtableJanuary 2006In SmartMoney's fourth annual roundtable, four market-beating fund managers share their market insites and favorite stock picks."Emerging Prospects"Barron'sDecember 19, 2005Westwood's founder and CIO, Susan Byrne, is often ahead of the pack in determining where the best values are."A Savvy View From Off the Beaten Path"Louis Rukeyser's Mutual FundsDecember 2005Susan Byrne is featured in The Rukeyser Interview.
If you would like a copy of an article listed above, please send an e-mail to info@westwoodgroup.com. Include your name, mailing address, and the name of the article and we will be happy to mail it to you.* Mutual fund investing involves risk including loss of principal. There is no assurance that a fund will meet its stated objective. To determine if a 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. Read the prospectus carefully before investing.
Westwood Management Corp. serves as investment advisor to the WHG family of mutual funds. The WHG Funds are distributed by SEI Investments Distribution Co., which is not affiliated with Westwood Management Corp. You can obtain a prospectus by calling 1-877-FUND-WHG (1-877-386-3944).
Westwood Management Corp. serves as investment sub-advisor to the Westwood family of mutual funds. The Westwood Funds are distributed by Gabelli & Company. You can obtain a prospectus by calling 1-800-GABELLI (1-800-422-3554).
