Westwood Quality Value Fund Institutional Class (WHGLX)

Overview

This fund focuses on investing primarily in a diversified portfolio of large capitalization companies' equity securities. With a strategy to allocate at least 80% of its net assets, plus any borrowing for investment purposes, into common stocks and other equity forms, the fund seeks to generate returns that align with the performances of major large-cap companies. The approach is not limited to domestic markets, as the fund also considers investments in foreign companies and American Depositary Receipts (ADRs), ensuring a broad exposure to global large-cap entities. It maintains a portfolio of about 40-60 securities, aiming for a balanced diversification across various market sectors to manage risk while targeting capital growth.

Products and Services

The fund offers a focused selection of investment products and services, tailored to cater to investors looking for exposure to large capitalization companies and a diversified investment portfolio. These include:

• Equity Securities of Large Cap Companies: The primary investment vehicle of the fund, comprising at least 80% of its total assets. This category includes common stocks and similar equity instruments issued by large capitalization companies, which are considered to have a market capitalization within the top 70% of the equity market. Investments in these securities aim to provide growth and returns that are reflective of the overall market trends and performances of large cap entities.
• Foreign Companies and ADRs: Expanding the investment horizon beyond domestic markets, the fund also allocates resources to equities and American Depositary Receipts issued by foreign companies. This diversification allows investors to gain exposure to international markets, potentially tapping into growth opportunities and mitigating risks associated with the volatility of a single market. It embodies a global investment approach, seeking to harness the potential of large cap companies worldwide.