| Description | Process | Commentary |
DescriptionAG Asset Management (formerly ForstmannLeff Associates) serves as sub-advisor to Westwood Trust's SmallCap Growth product. This product invests in approximately 60-90 attractive growth companies within the capitalization range of the Russell 2000 Growth index. The investment process is constructed for the early identification of fundamentally strong and dynamic small cap companies. Ideas are generated through extensive due diligence and field research. Fundamental screens identify emerging themes and promising candidates. Best research ideas form the core of the portfolio. The portfolio is diversified by company and industry to control risk.
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