
FD do you still own this? You were steering me to it last year when I mused about DODBX (I never did end up selling any OAKBX or buying any DODBX, and I'm perfectly happy about that). I just happened to note that WHGIX looks like it's at an all-time high and kicking ass. I should have bought it
By Ingrid Hendershot : Westwood Holdings Group ( WHG ) manages investment assets and provides services for its ..... public retirement plans, endowments and foundations, the WHG Funds, other mutual funds and clients of Westwood Trust
offering price. It’s a Dutch auction. But history tells us: Don’t look for an opening-day moonshot. WhiteGlove Health ( WHG ), based in Austin, Texas , provides mobile primary and chronic medical care to about 484,000 members (individuals, employers
have a bright future. My only gripe is that the expense ratio is on the high side, but it can come down with asset growth. WHG Balanced WHGBX This fund has a $100,000 minimum investment so it's not for everyone. It has a mere $11 million in assets
materially lower expense ratio at WHG Large Cap.Fairly concentrated ..... officer of the publicly traded Westwood Holdings Group WHG .USAWESWXCoreCoreManager Susan ..... high expense ratio makes its clone WHG Large Cap Value WHGLX an even better
and chief investment officer of the publicly traded Westwood Holdings Group WHG .USAWHGLXCoreCoreManager Susan Byrne tries to identify ..... portfolio; the fund holds about 40-60 names. WHG Large Cap Value isn't as mediocre as it first appears
Osman Gulseven submits: A trustworthy manager with good profit record can offer unexpectedly high returns. Most asset management companies share their profits with their shareholders in terms of fat dividend checks. Here is a list of the top five asset management companies with reasonable P/E ...
into a strong market rally and the fund closings are starting to come fast and furious. IVA, Calamos, Wasatch, Perkins, and WHG are among the fund companies to have closed a fund. To get a handle on some possible closings this year, I pulled up a list
Guinness Atk China HK ICHKX China Region 303.9 6.53 24 6 Wm Blair Emerging Mkts Gr WBEIX Div Emer Mkts 1,247.3 6.34 26 9 WHG SmidCap WHGMX Mid-Cap Blend 343.5 6.15 13 36 Wells Fargo Adv Discovery STDIX Mid-Cap Growth 529.9 6.10 28 3 It
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