Westwood Funds Launches Low Volatility Equity Fund
January 05, 2017 at 08:45 pm
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Westwood Holdings Group, Inc. announced the Westwood Dividend Growth Fund (WHGDX) has transitioned [effective December 30, 2016] to the Westwood Low Volatility Equity Fund and will trade under the ticker WLVIX. The new mandate will incorporate a fundamental bottom-up approach to low-volatility investing, primarily in equities and convertible securities, with a goal of providing investors participation in up-markets with loss limitation in down-markets and an attractive current yield. The fund transition comes in response to growing demand from investors looking for equity exposure without the severity of fluctuations that equity markets can experience. The Fund aims to provide investors total return, through a combination of current income and capital appreciation, with a lower level of volatility than traditional equity-oriented strategies over a market cycle. The new mandate will leverage the fundamental research capabilities across Westwood’s equity and convertible securities platforms.
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
WESTWOOD HOLDINGS GROUP, INC. 
