Westwood Income Opportunity Ultra Fund (WHGOX)

Overview

The investment fund emphasizes a strategy focused on generating income through dividends and interest. By allocating more than 80% of its net assets, along with any borrowed funds, towards dividend-paying and interest-bearing securities, the fund targets delivering a sustainable or increasing income stream to its investors. The core of its investment philosophy lies in selecting companies exhibiting strong and improving cash flows, a criterion believed to underpin the ability to sustain or enhance dividend payments over time. This approach is geared towards investors seeking steady income generation from their investments, leveraging the fund's expertise in identifying high-quality income-producing assets.

Products and Services

• Dividend-Paying Securities

  Investments in companies that periodically return a portion of their profits to shareholders in the form of dividends. The fund seeks entities with a solid record of paying dividends, focusing on those with the potential for future growth in their dividend payouts. This strategy not only provides a regular income stream to investors but also offers the possibility of capital appreciation.

• Interest-Bearing Securities

  Inclusion of fixed-income securities that pay regular interest, such as bonds or notes issued by governments, municipalities, or corporations. The fund aims to diversify its interest-bearing securities portfolio in terms of issuer, maturity, and credit quality to optimize income while managing risk. This component is intended for investors looking for steady income with a lower risk profile compared to equity investments.