Pensions & Investments Top-Performing Managers
May 4, 2009
Westwood's SMidCap Equity and MLP Infrastructure Renewal Fund are among P&I's list of top-performing U.S. stock managers for 5-years trailing as of March 31, 2009.
David Spika, Vice President & Investment Strategist, recently appeared on KLIF's Texas Business Update.
Morningstar Interview with Susan Byrne: Stocks for Uncertain Times
Andrew Gogerty, Senior Mutual Fund Analyst with Morningstar, recently interviewed Susan Byrne, Westwood's Chairman and Chief Investment Officer. In the video, she discusses what stock characteristics to look for in today's market. The interview follows a brief advertisement and is approximately nine minutes long.
Westwood’s Susan Byrne talks with SmartMoney TV about where to find value in today’s bear market. The video is approximately five minutes long.
Market Q&A with Founder of Westwood Management
Susan Byrne navigates the market downturn.
Financial Markets Update
Susan Byrne, Chairman and Chief Investment Officer, and Mark Freeman, Senior Vice President and Portfolio Manager, discuss recent events regarding the financial markets.
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 which may be obtained by calling 1-877-FUND-WHG or by visiting our website at www.whgfunds.com. Read the prospectus carefully before investing.
Top ten holdings as of 12/31/2008 for the WHG LargeCap Value Fund are: PNC Financial Services Group, Occidental Petroleum Corp, Colgate-Palmolive, CVS, Exelon; Wells Fargo, Chevron, Nike, Exxon Mobil and Accenture Ltd. Top ten holdings represent 26% of the portfolio. Holdings are subject to change; current and future holdings are subject to risk.
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.
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).
