WHG Large Cap Value Instl WHGLX
-
WEECX GAMCO Westwood Equity A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… JNJ lagged the broad market. Short-term bumps aside, the fund's attractive risk-adjusted returns should please conservative investors. However, its high expense ratio makes its clone WHG Large Cap Value WHGLX an even better choice.
-
WHGLX WHG Large Cap Value Instl Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Fairly concentrated portfolio.Significant sector bets can add to potential volatility.Talented, long-tenured manager.Strong long-term record at identical fund that looks even better on a risk-adjusted basis.This fund is relatively new, but Susan Byrne has managed similarly run GAMCO Westwood Equity
-
WHGMX WHG SMidCap Inst Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… officer Susan Byrne has delivered strong , consistent , long - term results at large - value Analyst Pick WHG Large Cap Value WHGLX . And while it's tough to find a value - leaning manager that doesn't echo this team's preference for stable cash flows …
-
WEECX GAMCO Westwood Equity A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… years, crushing the Russell 1000 Index and 90% of its rivals. Those with access, however, should also look at Byrne's in-house WHG Large Cap Value WHGLX offering, which offers access to the same investment strategy at a lower price.
-
WHGLX WHG Large Cap Value Instl Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Fairly concentrated portfolio.Significant sector bets can add to potential volatility.Talented, long-tenured manager.Strong long-term record at identical fund that looks even better on a risk-adjusted basis.This fund is relatively new, but Susan Byrne has managed similarly run GAMCO Westwood Equity
-
Top 10 Buys and Sells from Our Ultimate Stock Pickers
… mind, we've decided to remove Chase Growth CHASX, Harbor Large Cap Value HAVLX, Sequoia SEQUX, and WHG Large Cap Value WHGLX from our list of managers. While there were more than a few reasons for taking each of these funds off the roster, the decision …
-
WEBCX GAMCO Westwood Balanced A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… smallest. The fund's equity sleeve, which Byrne manages as a replica of sibling and Fund Analyst Pick WHG Large Cap Value WHGLX , highlights her value-oriented, contrarian style that mixes long-term sector-trend analysis and bottom-up stock research …
-
WHGBX WHG Balanced Instl Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… smallest. The fund's equity sleeve, which Byrne manages as a replica of sibling and Fund Analyst Pick WHG Large Cap Value WHGLX , highlights her value-oriented, contrarian style that mixes long-term sector-trend analysis and bottom-up stock research …
-
Ten Ultimate Stock-Pickers' Stocks to Consider in 2010
… timely commentary and investment ideas, we've run into a few cases--namely, Davis NY Venture NYVTX and WHG Large Cap Value WHGLX --where a fund's fiscal year-end, as well as the length of time they take to file, has become a bit of a burden. As …
-
Top 10 Buys and Sells from Our Ultimate Stock-Pickers
… more than 120% from its lows in early March to the end of September. Meanwhile, both Chase Growth and WHG Large Cap Value WHGLX were outright sellers of Automatic Data Processing during the period. This is surprising, given that the stock had not run …