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Westwood


Westwood Management Corporation is a registered investment adviser founded in 1983 by Ms. Byrne. Westwood has a diverse client base spanning the full range of corporate, public, charitable and educational institutions.
 
Westwood offers different mutual funds to their customers such as Westwood Balanced Fund, Westwood Equity Fund, Westwood Mighty Mites Fund and many more. Westwood Balanced Fund seeks capital appreciation and current income. The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio.
 
Westwood Equity Fund seeks capital appreciation; income is secondary. The fund normally invests at least 80 percent of assets in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of 1 billion dollars or more and have been operating for at least three years. The fund may also invest in foreign and domestic debt securities. The Westwood Equity Fund invests in a diversified portfolio of common stocks of established companies that the advisor believes may flourish in the context of current economic and business cycles.
 
Westwood Mighty Mites Fund seeks long-term capital appreciation. The fund primarily invests in common stocks of micro-cap companies that have a market capitalization of 300 million dollars or less at the time of the funds initial investment. It focuses on micro-cap companies which appear to be under priced relative to their private market value. Private market value is the value the Adviser believes informed investors would be willing to pay to acquire a company.
 
Westwood Small Cap Equity Fund seeks long-term capital appreciation. The fund normally invests at least 80 percent of its net assets in a portfolio of common stocks of smaller companies that have a market of between 100 million dollars and 2.5 billion dollars at the time of the fund's initial investment. It may also invest in relatively new or unseasoned companies, which are in their early stages of development, or small companies in new and emerging industries.
 
The investment strategy of Westwood is firmly grounded in bottom-up fundamental research with a focus on identifying well-seasoned companies that have recently reported positive earnings surprises and are trading below Westwood's proprietary growth rate estimates. The strategy is designed for investors seeking long-term capital appreciation as well as protection of assets in less favorable environments.

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