Westwood Introduces Emerging Markets and Global Equity Mutual Funds
DALLAS--(BUSINESS WIRE)-- Westwood Holdings Group, Inc. (WHG) today announced the availability of three new mutual funds focused on global and emerging market equities. The Westwood Emerging Markets Fund (Class I: WWEMX, Class A: WWEAX), Westwood Global Equity Fund (Class I: WWGEX) and Westwood Global Dividend Fund (Class I: WWGDX) are managed by Westwoods global and emerging markets team led by Patricia Perez-Coutts and Thomas Pinto Basto. The new mutual funds provide investors access to the teams experienced approach to uncovering investment opportunities in equity markets throughout the world.
The launch of these new funds is in response to increasing investor demand for broader opportunities provided by global investing as well as exposure to faster growing emerging markets, said Mark Dunbar, Westwoods Senior Vice President of Marketing. Patricia, Thomas and their multi-national investment team have worked together for years seeking to identify attractive investments within global and emerging markets. Investors in these mutual funds will benefit from the same investment expertise that the team utilizes in serving institutional clients.
The funds will be managed utilizing independent, company specific research and an investment process that seeks to invest in securities of sound companies that are believed to be undervalued in the market. Key characteristics that the team looks for in evaluating an investment may include company management aligned with an Economic Value Added (EVA) philosophy, a strong business with core franchise value, above average cash flow generation and consistency of earnings growth. Fund shares may be purchased through investment advisors or directly from the fund.
Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. Westwood manages a variety of investment strategies including U.S., Global and Emerging Markets equities as well as income-oriented portfolios. Access to these strategies is available through separate accounts, commingled funds and the Westwood FundsTM family of mutual funds. Westwood has significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol WHG. Based in Dallas, Westwood also maintains offices in Omaha and Toronto.
For more information on Westwood, please visit our website at www.westwoodgroup.com.
For more information on the Westwood FundsTM, please contact Mark Dunbar at email@example.com or visit www.westwoodfunds.com.
Mutual fund investing involves risk, including possible loss of principal. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principals or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. The Fund uses derivatives. The primary risk of derivative instruments is that changes in the market value of securities held by the fund and of the derivative instruments relating to those securities may not be proportionate. Derivatives are also subject to illiquidity and counterparty risk. In addition, REIT investments are subject to the changes in economic conditions, credit risk and interest rate fluctuations. Investments in smaller companies typically exhibit higher volatility. There is no assurance that the fund will meet its stated objectives.
To determine if a Fund is an appropriate investment for you, carefully consider the Funds investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Funds prospectus, which may be obtained by calling 1-877-FUND-WHG (877-386-3944) or by visiting our website at www.westwoodfunds.com. Please read the prospectus carefully before investing.
The Westwood Funds are distributed by SEI Investments Distribution Co. which is not affiliated with Westwood Management Corp., Westwood International Advisors Inc. or any of their affiliates.
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Source: Westwood Holdings Group, Inc.Copyright Business Wire 2013