WHG Large Cap Value InstlWHGLX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

WHG Large Cap Value is more seasoned than its short record suggests.

Lead manager Susan Byrne is no rookie when it comes to market cycles. Although this fund has been around only since mid-2006, Byrne has employed the same philosophy at GAMCO Westwood Read more

Kudos

Talented, long-tenured manager.

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

Risks

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

This fund is relatively new, but Susan Byrne has managed similarly run GAMCO Westwood Equity since 1987 and its sibling, GAMCO Westwood Balanced WEBAX, since 1991 with excellent results. Byrne is the founder and chief investment officer of the publicly Read more

Inside Scoop

This fund is an in-house version of GAMCO Westwood Equity and is our first choice because of its lower costs. Read more

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