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Home > Financial Services > Mutual Funds > Old Westbury
Old Westbury
Old Westbury Mutual Funds advised by Bessemer Trust Company from Bisys Fund Services. Old Westbury Fixed Income - OWFIX seeks current income and capital appreciation. The fund typically invests in a diversified portfolio of investment grade bonds and notes. It will invest at least 80 percent of its total assets in fixed income securities, including corporate, asset-backed, mortgage-backed, and U.S. government securities.
Old Westbury Global Small Cap - OWSCX seeks long term capital appreciation. The fund normally invests 80 percent of assets into small capitalization.
Old Westbury International seeks long-term growth of capital. The fund normally invests at least 85 percent of assets in common stocks listed on foreign securities exchanges. It normally invests 65 percent of assets in at least 3 foreign countries; it may invest 25 percent or more of assets in any one country. The fund generally invests in countries where there appears to be opportunities for superior returns relative to other foreign investment opportunities. The fund evaluates securities based on price or earnings and price or book ratios, cash flows, and income from dividends and interest. It may invest up to 50 percent of assets in emerging-markets, including Eastern Europe.
Old Westbury Large Cap Equity - OWLCX seeks long-term capital appreciation. The fund normally invests at least 65 percent of assets in equity securities of companies with market capitalizations of at least 5 billion dollar. It typically invests in companies that have strong earnings prospects for a limited time period. The fund also seeks companies that have consistently increased their net income by 15-20 percent or more annually.
Old Westbury Municipal Bond - OWMBX Fund seeks income exempt from federal income tax. It normally invests in a diversified portfolio of investment-grade municipal securities, which are tax-free debt securities of states, territories and possessions of the U.S., and in political subdivisions and taxing authorities of these entities. At least 80 percent of the income from its investments in municipal securities will be exempt from regular federal income tax.
Old Westbury Real Return - OWRRX seeks real return over inflation. The fund seeks to invest in a portfolio of instruments that the adviser believes should benefit in environments of increasing inflation. It seeks under normal circumstances, to invest net assets into instruments that are directly or indirectly affected by the level of inflation.
The fund attempts to reach its goal by lengthening or shortening the average maturity of its securities according to whether the adviser expects market interest rates to increase or decline.
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