Westwood Income Opportunity Fund Institutional Class (WHGIX)

Overview

Under normal circumstances, the fund focuses on achieving its investment objectives by predominantly investing in dividend-paying and/or interest-bearing securities. It aims to allocate more than 80% of its net assets, along with any borrowings intended for investment purposes, towards securities offering dividends or interest income. The targeted securities belong to companies demonstrating strong and improving cash flows, which are considered capable of supporting a sustainable or growing stream of income for its investors. This strategic approach is designed to cater to those seeking reliable income through their investment portfolios.

Products and Services

• Dividend-Paying Securities Investment

  This service involves investing in securities that offer dividends to shareholders. These are typically stocks of companies with a history of paying out a portion of their earnings to shareholders. The fund seeks out such securities to provide investors with a steady income stream, focusing on those companies with strong and potentially improving financial health that can sustain or increase dividend payouts over time.

• Interest-Bearing Securities Investment

  The fund also invests in interest-bearing securities, such as bonds or fixed-income securities, that pay regular interest. This strategy aims to generate income for investors by allocating assets into securities from issuers with solid and improving cash flows. These interest-bearing investments are selected based on their potential to provide a stable and possibly growing income, emphasizing the fund's goal of income sustainability for its investors.