Morningstar

Westwood Quality SmallCap Fund Institutional Class WHGSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Westwood Investment Hub

Morningstar’s Analysis WHGSX

Will WHGSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WHGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WHGSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WHGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Team changes raise concerns.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Westwood Quality SmallCap’s recent reduction in full team count and a new team structure lead to a People rating downgrade to Average from Above Average. Still, its longtime portfolio manager and enough experienced analysts remain for this strategy to effectively ply its research-heavy process and return to form, depending on fees.

by Drew Carter
Rated on Published on

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