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MFWire: WHG Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Westwood Management Corp.
200 Crescent Court
Suite 1200
Dallas, TX  75201
Google Maps

Contact
Main Phone: 214-756-6900
Web Site: http://www.westwoodgroup.com/

Mutual Fund Brand(s)
WHG Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    Susan Byrne founded Westwood Management (Westwood Holding Group's RIA) in 1983, and she continues to lead the firm today as chairman and chief investment officer, alongside president and CEO Brian Casey.

    WHG went public in 2002, and in recent years the asset manager has become an acquirer. In 2009 the Dallas-based firm bought the asset management side of Baxter Financial Corporation, which notably included the $52.62 million Philadelphia Fund, a mutual fund with roots going back to W. Wallace Alexander's Securities Fund launched in 1923. In 2010 Westwood gobbled up McCarthy Group Advisors, an RIA with $1.1 billion in assets, including $64.5 million in the McCarthy Multi-Cap Stock Fund.

    Westwood offers asset management services to both high net worth individuals and institutions, and manages more than $12.5 billion in total. That business includes sub-advisory mandates for mutual funds. (Westwood has sub-advised for Liberty and USAA, among others.) It also offers its own suite of seven mutual funds, the WHG Funds, including both equity and fixed income offerings.
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    Key People:
    Brian Casey
    President and CEO, Westwood Management Corp
    Susan Byrne
    Chairman and CIO, Westwood Management Corp
    William Hardcastle
    CFO and Vice President, Westwood Management Corp.
    Story Archive for Westwood Management Corp.
    Published On Story Headline Publication
    12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    9/19/2019 Small Fund Firms' Outflows Shrink MFWire.com
    7/17/2019 A PE Titan Takes the Lead MFWire.com
    6/17/2019 A Global Equity Shop Leads MFWire.com
    5/15/2019 M* Dominates This Pack MFWire.com
    4/17/2019 A TAMP Takes the Lead MFWire.com
    3/14/2019 Small Fund Firms' Flows Fall 50 Percent MFWire.com
    8/15/2018 ARK Wins July MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    5/26/2017 Filings for Fundsters - May 26, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    2/13/2017 Eye for Earnings - February 13, 2017 MFWire.com
    1/12/2017 The New Fund Fuss - January 12, 2017 MFWire.com
    1/6/2017 Filings for Fundsters - January 6, 2017 MFWire.com
    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    4/5/2013 Stork and Reaper for the Week of April 5, 2013 MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    11/20/2012 Westwood To Launch Three Funds, Dip Toes in Distribution MFWire.com
    4/20/2012 Westwood Funds Grow 24 Percent MFWire.com
    3/2/2012 Westwood's New Fund Takes Investors SKY High MFWire.com
    3/30/2011 Westwood's Small-MidCap Team Powers Another Fund MFWire.com
    2/11/2011 Large Cap? That's Not a Large Cap! MFWire.com
    11/19/2010 Acquisition Expands Westwood's Mutual Fund Roster MFWire.com
    9/22/2010 Westwood Makes an Acquisition MFWire.com
    9/4/2009 Westwood Prepares to Swallow a $52 Million Fund MFWire.com
    7/12/2006 Texas Group Fires Institutional Triple Shot MFWire.com
    7/20/2004 USAA Swaps Subadvisors MFWire.com
    6/28/2002 USAA Names Eight Subadvisors MFWire.com
    2/15/2002 Liberty Shakes Up All-Star Lineup MFWire.com
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