Westwood has a diverse client base spanning the full range of corporate, public, charitable and educational institutions. I look forward to supporting her investment talents through this joint venture. The keystone of Westwood's investment philosophy is a focus on capital preservation through risk management. Income dividends are paid quarterly. Westwood Equity Fund seeks primarily to provide investors with capital appreciation.
Income is a secondary goal.
Income is a secondary goal. Income is a secondary goal. Westwood Intermediate Bond Fund seeks to maximize total return, while maintaining a level of current income consistent with maintenance of principal and liquidity. Income is accrued daily and paid monthly. Westwood Mighty Mites Fund seeks long-term capital appreciation as its primary goal.