| Description | Process | Commentary |
DescriptionIf you would like to request additional information about Westwood, click here.Westwood's LargeCap Portfolio invests in approximately 40-60 well-seasoned companies with attractive valuations. The portfolio team seeks high quality companies with prospects for future profitability that are significantly stronger than that reflected in the current stock price.
Companies that produce ample levels of free cash flow and maintain relatively low levels of debt are preferred. Portfolio risk is controlled by equally weighting each holding, imposing maximum position limits and limiting sector weightings to a predetermined percentage of the portfolio's market value. The beta of the portfolio is typically less than that of the benchmark.
