GAMCO Westwood Equity AAAWESWX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

GAMCO Westwood Equity has a great manager, but you can access her talent for less elsewhere.

Lead manager Susan Byrne is no rookie when it comes to market cycles. As in the past, she maintains an affinity for high-quality, well-financed companies. Read more

Kudos

Talented, long-tenured manager.

Strong long-term record that looks even better on a risk-adjusted basis. Read more

Risks

This manager and strategy are available elsewhere at a cheaper price.

Fairly concentrated portfolio.

Significant sector bets can add to potential volatility. Read more

Strategy

Manager Susan Byrne tries to identify sectors that she thinks can benefit from long-term trends. She then seeks companies that she believes are undervalued relative to their growth prospects. Her favorite Read more

Management

Susan Byrne has managed this fund since 1987 and its sibling, GAMCO Westwood Balanced WEBAX, since 1991 with excellent results. Eight industry analysts assist Byrne, who is the founder and chief investment officer of the publicly traded Westwood Holdings Read more

Inside Scoop

This fund is a more-expensive version of Fund Analyst Pick WHG Large Cap Value. Read more

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