In the News
Value Investor Insight
July 29, 2011
Value Investor Insight’s features Ragen Stienke in “Defense Never Rests.” Click here to view the article.
FUNDfire
February 23, 2011
Westwood's SMidCap strategy has been recognized as the top performing US equity strategy for 10-years ending December 31, 2010. Click here to view the article.
Barron's
January 4, 2010
Susan Byrne , Chairman and Chief Investment Officer, is featured in “A New Year of Bargains in Big-Cap Country.”
CNBC Power Lunch
October 20, 2010
Mark Freeman, Senior Vice President and Portfolio Manager, appeared on CNBC's 'Power Lunch' program. Click here to view the segment.
CNBC Power Lunch
September 14, 2010
Susan Byrne, Chairman and Chief Investment Officer, discussed our Income Opportunity strategy on CNBC's 'Power Lunch' program. The segment can be viewed on CNBC's website here.
SmartMoney
September 2010
Susan Byrne is listed among Smart Money’s “World’s Greatest Investors.”
Barron's
August 9, 2010
Mark Freeman, Senior Vice President & Portfolio Manager, is featured in “Playing All the Angles.”
CNBC Power Lunch
June 10, 2010
Ragen Stienke, Vice President & Research Analyst, appeared on CNBC's 'Power Lunch' program. The segment can be viewed on CNBC's website here.
CNBC Closing Bell
May 21, 2010
Susan Byrne appeared on CNBC's 'Closing Bell' program in a market segment with anchor Maria Bartiromo. The 10-minute segment can be viewed from CNBC's site here.
Morningstar
April 7, 2010
Morningstar has added the WHG LargeCap Value Fund (WHGLX) to its list of large-blend Analyst Picks.*
CNBC Squawk on the Street
March 28, 2010
Mark Freeman, Senior Vice President and Portfolio Manager, appeared on CNBC's 'Squawk on the Street' program.
Morningstar
March 23, 2010
The WHG LargeCap Value Fund (WHGLX) was recommended in Morningstar’s weekly ‘Fund Favorites & Red Flags’ column.*
Barron’s
March 8, 2010
Lisa Dong, Vice President and Research Analyst, was quoted in Barron’s article "Hitching a Ride on C.H. Robinson: Rising global trade will help C.H. Robinson get its growth back."
Bloomberg TV
February 22, 2010
Westwood’s David Spika appeared on Bloomberg Television's 'Street Smart' program.
CNBC Squawk on the Street
February 19, 2010
David Spika, Senior Vice President and Investment Strategist, appeared on CNBC's 'Squawk on the Street' program.
Seeking Alpha
February 17, 2010
Seeking Alpha featured a Q&A with Susan Byrne in "Fund Manager Susan Byrne's Highest Conviction Pick: Big Blue." To view the article, click here.
Bloomberg.com
February 3, 2010
Mark Freeman, Senior Vice President and Portfolio Manager, is quoted in Bloomberg's U.S. market report, "U.S. Stocks Retreat as Service Industries Trail Forecasts." Click here to view the article.
The Trust Advisor Blog
January 25, 2010
Westwood Trust’s “Common Trust Funds” Emerge as Bellwether Business Model for Advisors. To view the article, click here.
The Trust Advisor Blog
January 11, 2010
Westwood Trust Shines Helping Advisor Pull In $2 Billion in New Accounts During Meltdown. To view the article, click here.
CNBC Squawk on the Street
January 8, 2010
David Spika, Senior Vice President & Investment Strategist, appeared on CNBC's 'Squawk on the Street' program.
Barron's
December 14, 2009
Lisa Dong, Vice President & Research Analyst, is cited in Barron’s in a feature on Invesco.
Morningstar
December 2009
The WHG SMidCap Fund (WHGMX) added to Morningstar’s 'FundInvestor 500' – Morningstar’s selection of “the industry’s best and notable funds.”
Morningstar
December 7, 2009
On Morningstar, WHGLX is cited among "Ultimate Stock-Picker" sellers of Automatic Data Processing (ADP).
Business Week
December 7, 2009
Ragen Stienke, Vice President & Research Analyst, is quoted in the December 7 issue of Business Week in a 'Money Report' item on Tupperware.
CNBC Closing Bell
November 19, 2009
Ragen Stienke, Vice President & Research Analyst, appeared on CNBC's 'Closing Bell' program in a segment from the New York Stock Exchange.
CNBC Squawk on the Street
November 17, 2009
David Spika, Senior Vice Presdient & Investment Strategist, appeared on CNBC's 'Squawk on the Street' program.
Morningstar
November 9, 2009
Morningstar FundInvestor blog covers the WHG Balanced Fund (WHGBX).*
* 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. Read the prospectus carefully before investing.
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. You can obtain a prospectus by calling 1-877-FUND-WHG (1-877-386-3944).
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).