Investing at the Intersection of Quality and Value
We believe investing in undervalued, high-quality businesses can generate a return premium resulting in lower absolute downside risk and superior risk-adjusted returns.
Research analysts serve as industry experts with an average of 16 years of experience.
Research Groups (made up of Research Analysts) challenge the investment thesis and determine the approved list.
The Portfolio Team is responsible for security selection and managing portfolio risk.
Our U.S. Value Equity Team includes market cap agnostic industry analysts and research groups that are involved throughout the portfolio management process. Our team typically does not manage to a benchmark but remains aware of the specific characteristics of various benchmarks which our clients utilize. By employing our core principles, we seek to invest in high-quality companies with undervalued earnings potential while limiting absolute downside risk.
Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO).