On May 26, 2022, Westwood announced it has entered into a definitive agreement with Salient Partners to acquire the firm’s asset-management business. The deal is expected to close during the fourth quarter of 2022 and will increase Westwood’s assets under management by $4.5 billion to $18.4 billion.
NAV / 1-Day Return
10.27 / 1.44 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--30% to 50% Equity
Investment StyleLarge Value
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis WHGIX
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