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Westwood Quality Smallcap Fund Institutional Class (WHGSX)

Fonds US

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19,84 -0,19 -0,95%

25/06 - En Différé. Devise en USD ( Responsabilité )

Rating de Morningstar:
Actif total: 475,91M

Type: Fonds

Marché: États-Unis

Emetteur: Westwood

Catégorie d'actif: Action

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Vue d'ensemble WHGSX

Sur cette page vous trouverez un profil détaillé de Westwood Quality Smallcap Fund Institutional Class. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de WHGSX entre autres informations.

Catégorie

Small Blend

Actif total

475,91M

Dépenses

0,92%

Date de création

39174

Contact

Adresse P.O. Box 219009
Kansas City,MO
United States

Téléphone -

Web www.westwoodfunds.com

Principaux dirigeants

Nom	Titre	Depuis	Jusqu’à
Frederic G. Rowsey	Vice President	2013	Maintenant
Biographie	Mr. Rowsey joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary sector. He is also a member of the Consumer/Health Care research group. Previously, he served as a Research Associate, assisting with research in the Consumer Discretionary, Consumer Staples, Health Care and Energy sectors. Mr. Rowsey graduated from Harvard University with a BA in Economics and a secondary degree in Psychology. Mr. Rowsey is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Matthew R. Lockridge	Senior Vice President and Co-Ditector	2010	Maintenant
Biographie	Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University.
William E. Costello	Senior Vice President	2010	Maintenant
Biographie	Mr. Costello joined Westwood in 2010 and serves as Director of Equity Portfolios and Senior Portfolio Manager on the SmallCap Value portfolio team. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group. Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company. Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society and the National Association of Petroleum Investment Analysts.
Lisa Dong	Director	2007	2018
Biographie	Ms. Lisa Dong, CFA, has served as Senior Vice President and Product Director for Westwood Management Corp. since December 2010. Prior to this appointment, she served as Vice President and Research Analyst for the firm from June 2005 to December 2010. She joined the firm in 2000 and served as Assistant Vice President and Research Analyst from October 2001 to July 2005. Ms. Dong has served on the portfolio team since April 2008. Ms. Dong participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the model portfolio. She has authority to direct trading activity for the Fund and is also responsible for representing the Fund to investors.
Graham Wong	Portfolio Manager	2010	2013
Biographie	Graham Wong, CFA, has been a portfolio manager at Thrivent Financial since 2013, when he joined the firm. He served as Vice President and Research Analyst at Westwood Management Corp., since December 2010. Prior to that appointment, he served as Assistant Vice President from 2006 to 2010. He joined the Adviser Westwood Management Corp. in 2002 as an Assistant Research Analyst. He participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the target portfolio.
Kellie R. Stark	Research Analyst	2010	2011
Biographie	Ms. Kellie R. Stark, CFA, has served as Executive Vice President and Research Analyst for Westwood Management Corp. since March 2009. Prior to this appointment, she served as Senior Vice President for the Adviser from July 2004 to March 2009, and as Vice President and Associate Portfolio Manager from July 1997 to July 2004. She joined the Adviser in 1993. Ms. Stark participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the model portfolio. She has authority to direct trading activity for the Funds and is also responsible for representing the Funds to investors. Ms. Stark has more than 21 years of investment experience.
Scott D. Lawson	Vice President	2007	2011
Biographie	Scott D. Lawson, CFA, has served as Senior Vice President, Senior Research Analyst for Westwood Management Corp. since February 2019. Prior to this appointment, he served as Vice President, Senior Research Analyst since joining Westwood Management in October 2003 until February 2019. Prior to joining the firm, Mr. Lawson was an Assistant Portfolio Manager at Bank of America from 2000 to 2003. From 1995 to 2000, he was a Research Analyst with Mississippi Valley Advisors, specializing in the Technology and Industrial sectors. Mr. Lawson holds the Chartered Financial Analyst designation.
Christopher J. MacDonald	Senior Vice President, Portfolio Manager	2007	2011
Biographie	Christopher J. MacDonald, CFA Senior Vice President, Portfolio Manager Mr. MacDonald joined Westwood in 1994 and serves as a Portfolio Manager. He is also a member of the Business Management Committee. Prior to joining Westwood, he was with Putnam Mutual Funds, where he worked with the equity mutual funds group and with Southwest Securities, where he served as a Compliance Registered Options Principal. Mr. MacDonald graduated from Syracuse University with a degree in Finance and is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.
Corey Henegar	-	2009	2010
Biographie	Corey has 22 years of experience in managing institutional stock portfolios and researching companies across multiple industries. Corey serves as Co-Portfolio Manager for the Oakview Value strategy. Before joining Oakview in May 2010, Corey spent 9 years working at Westwood Holdings Group. During his tenure at Westwood, he served on the portfolio management team for several equity products including REIT, MLP, Small Cap and the Westwood SmidCap Value Portfolio. During his last six years at Westwood, Corey served as one of the lead portfolio managers for the SmidCap Value strategy. Corey graduated with a BA in Finance from Texas Tech University where he lettered on the men’s golf team.

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