Investing for Institutions & Financial Advisors

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Empowering Smarter Portfolio Decisions

U.S. Value Equity

Conviction-based active management investing in high quality companies with undervalued future earnings potential.

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Multi-Asset

Flexible approach investing across a wide range of asset classes to navigate challenging markets.

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Energy & Real Assets

Invests in a broad range of MLPs and energy infrastructure companies for capital appreciation and income.

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Tactical Absolute Return

Directional equity strategies using a disciplined four-pillar process with an emphasis on reducing volatility and managing drawdowns.

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Income Alternatives

Market-neutral and yield-driven strategies using non-traditional securities to generate low correlated returns to the bond market.

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Managed Investment Solutions

Customized solutions based on the unique investment goals and objectives of our clients, using a consultative and rules-based approach across a broad array of asset classes.

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Westwood is an asset management firm serving institutional investors, intermediaries and financial advisors. Westwood investment management teams are located in Dallas, Houston and San Francisco.

Institutional Strategies

Through separately managed accounts, mutual funds and other pooled investments, we serve public, private and sovereign institutions globally. See Our Products

Intermediary Strategies and Funds

Westwood Funds provides mutual fund investments to advisors, private wealth clients and leading institutions that echo the strategies Westwood has provided to institutional investors for over 30 years. See Our Products

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The Sweet Spot: SMID-Cap Asset Class

Retirement plans are constantly evolving. From traditional defined benefit pension plans to the now...

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