Balanced

Description

The Balanced product combines two of Westwood's well-established investment strategies: LargeCap Equity and Fixed Income. Both strategies have produced superior investment returns as stand alone strategies, but combined offer the added benefit of asset allocation. The portfolio traditionally targets a 60%/40% blend between stocks and bonds but the asset allocation can be customized to meet the client's investment objectives and risk tolerance levels. The benchmark is a hybrid of the S&P 500 and the Barclays U.S. Government/Credit Index.

Process

An asset allocation between stocks, bonds, and cash is established based on a top-down assessment of the economy and capital market expectations which is formalized in our capital market outlook.

After an appropriate asset allocation structure is established, the investment teams from LargeCap Equity and Fixed Income will construct a portfolio that reflects the models of both strategies, both of which are driven by bottom-up research on individual securities.

Composite Performance

More Information

If you would like to request additional information about Westwood, click here.