Fixed Income

Description

Westwood's actively managed Fixed Income portfolio invests in various high-grade fixed income sectors, including government and corporate bonds, relative to the appropriate benchmark. To ensure the quality of this portfolio, the Fixed Income portfolio maintains a high quality average bond rating of AA or higher. Additionally, Westwood increases the stability of this product by mandating an average maturity between 5 to 10 years. The fund's tactical asset ranges keep 75% to 100% in Fixed Income securities and 0% to 25% in cash.

Process

Objectives and Expectations

Westwood intends to add value through careful security selection and yield curve positioning. In terms of performance, Westwood expects to earn superior risk-adjusted returns relative to a market index over a market cycle as well as perform above the median of a universe of fixed income funds with comparable goals.

 

More Information

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