WHG Balanced InstlWHGBX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

WHG Balanced is no green shoot.

Lead manager Susan Byrne and comanager Mark Freeman have employed their equity and fixed-income strategies well over the years and have outpaced the moderate-allocation norm on a year-in, year-out basis. Although the Read more

Kudos

Long-tenured manager.

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

Risks

Fairly concentrated equity portfolio.

Significant equity sector bets can add to potential volatility. Read more

Strategy

Equity manager Susan Byrne manages her sleeve as a virtual clone of sibling WHG Large Cap Value. She scours the domestic-equity universe for companies that have posted positive earnings surprises but Read more

Management

Lead manager Susan Byrne is the founder and chief investment officer of Westwood Holding Group. This fund is managed as a virtual clone of GAMCO Westwood Balanced WEBAX, which Byrne has managed since 1991. Mark Freeman oversees the fund's bond portfolio Read more

Inside Scoop

This fund is a virtual clone of GAMCO Westwood Balanced, where lead manager Susan Byrne and comanager Mark Freeman have delivered strong results. But this fund has a noticeably Read more

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