
| Description | Process | Commentary |
DescriptionWestwood’s actively managed Fixed Income portfolio invests in various high-grade fixed income sectors, including corporate bonds, relative to the appropriate benchmark. To ensure the quality of this portfolio, the Fixed Income portfolio maintains a high quality average bond rating of AA or higher. Additionally, Westwood increases the stability of this product by mandating an average maturity between 5 to 10 years. The fund’s tactical asset ranges keep 75% to 100% in Fixed Income securities and 25% to 0% in cash.
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