Westwood Quality Value Fund Ultra Shares (WHGQX)

Overview

The fund described is structured to primarily invest in the equity of large capitalization companies. It dedicates at least 80% of its net assets, along with any borrowings for investment purposes, towards common stocks and other equity securities. While it predominantly focuses on domestic companies, the fund also opens avenues to invest in foreign companies and American Depositary Receipts (ADRs), making its portfolio diverse and inclusive of global market players. The strategy involves holding approximately 40-60 securities at any given time, ensuring a well-diversified spread across various market sectors to mitigate risk and capitalize on growth opportunities in different areas of the economy.

Products and Services

• Common Stocks

  This investment vehicle represents shares of ownership in corporations, providing voting rights and potentially dividends. By investing in common stocks, the fund participates in the financial growth of large capitalization companies, sharing in their profits and success.

• Equity Securities of Large Capitalization Companies

  Targeting companies with large market capitalizations, the fund invests in a variety of equity securities beyond just common stocks. These could include preferred shares or other financial instruments representing an ownership stake in sizable and typically well-established companies.

• Investments in Domestic Companies

  Focusing on the domestic market, the fund seeks out equity securities from companies within its home country. This approach allows for a deeper understanding of the market dynamics and regulatory environment that influence these investments.

• Foreign Company Investments and ADRs

  To diversify its portfolio and tap into the growth potential beyond its borders, the fund also invests in foreign companies and American Depositary Receipts (ADRs). ADRs represent shares in foreign companies but are traded on U.S. stock exchanges, making it easier for the fund to gain exposure to international markets.

• Market Sector Diversification

  By diversifying its investments across different market sectors, the fund mitigates risk by not being overly dependent on the performance of any single industry. This balanced approach is pivotal in managing volatility and seeking consistent returns over time.