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.

  • Superior business models have sustainable competitive advantages.
  • High-quality businesses have better opportunities to reinvest cash flows, pursue M&A and return capital to shareholders.
  • Quality performs better during periods of economic uncertainty resulting in lower downside risk.
  • Requires a fundamental, active multi-faceted approach analyzing profitability, stability and financial strength across industries.
  • Valuation methods using current and future cash flows to determine intrinsic value is essential — making valuation critical to realizing the return premium.
  • Investing in our “best ideas” is key to capturing the return premium at the intersection of quality and value.

Team-Based Approach

Step 1: Idea Generation

Research analysts serve as industry experts with an average of 16 years of experience.

Step 2: Peer Group Review

Research Groups (made up of Research Analysts) challenge the investment thesis and determine the approved list.

Step 3: Portfolio Construction

The Portfolio Team is responsible for security selection and managing portfolio risk.

Our Team

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.

31
Investment Professionals
Based in Dallas
*as of 03/31/18

U.S. Value Equity Team

Mark R. Freeman, CFA
Executive Vice President, Chief Investment Officer, Senior Portfolio Manager
Casey Cass, CFA
Vice President, Portfolio Specialist
Daniel Barnes, CFA
Vice President, Portfolio Manager, Global Analyst
William E. Costello, CFA
Senior Vice President, Senior Portfolio Manager, Senior Research Analyst
Lisa Dong, CFA
Senior Vice President, Portfolio Manager, Senior Research Analyst
Casey J. Flanagan
Associate Analyst
Lauren C. Hill, CFA
Vice President, Research Analyst
Prashant R. Inamdar, CFA
Vice President, Portfolio Manager, Senior Research Analyst
Scott D. Lawson, CFA
Vice President, Portfolio Manager, Senior Research Analyst
Thomas C. Lieu, CFA
Senior Vice President, Portfolio Manager, Research Analyst
Matthew R. Lockridge
Senior Vice President, Senior Portfolio Manager, Research Analyst
Michelle S. Marinova
Associate Analyst
Matthew Na, CFA
Vice President, Research Analyst
Satchel H. Park
Associate Analyst
M. Chase Reid
Private Wealth Advisor
Frederic G. Rowsey, CFA
Associate Vice President, Research Analyst
Susan S. Schmidt, CFA
Senior Vice President, Senior Portfolio Manager, Research Analyst
Varun V. Singh, PhD, CFA
Vice President, Senior Research Analyst
Grant L. Taber, CFA
Senior Vice President, Senior Portfolio Manager, Research Analyst
Michael H. Wall
Vice President, Portfolio Manager, Research Analyst
Shaun L. Neumann, CFA
Vice President, Head Trader
Parker E. Young
Vice President, Fixed Income Trader

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Westwood Funds are distributed by SEI Investments Distribution Co. (SIDCO).

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