Our active, fundamental bottom-up approach in the pursuit of alpha is combined with a strong emphasis on managing downside risk. Over 34 years, our foundational focus has been to protect client capital and to help clients weather some of the most challenging markets in history. Being active describes more than our approach to investing. It’s also how we run our business as a publicly traded company. We are focused on transparency, ethical conduct, giving back to the communities in which we operate and creating an environment where our employees can flourish as they serve our clients. We are active in providing high-value investment strategies, values-based advice, exceptional client service and always putting our clients’ interests first.
Learn How Westwood Market Neutral Income Can Bridge the Return Gap
Read moreInstitutional investors face significant challenges in the future meeting an average 7.6% annual return assumption...
Learn moreConsistency of small cap returns across multiple market periods should be a strategic consideration...
Learn moreWhat is good for investors individually is not necessarily good for investors as a...
Learn moreInstitutional investors tasked with making long-term capital allocation decisions face many challenges going forward....
Learn moreMany of our clients make generous charitable gifts and contribute their time and expertise...
Learn moreBottom-up Multi-Asset investing can bring something very powerful and unique to a portfolio in...
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