WHG SMidCap InstWHGMX

Morningstar Rating

Fund Research and Analysis

by Andrew Gogerty

WHG SMidCap is no flash in the pan.

This fund is more seasoned than its three-plus-year track record suggests. Ragen Stienke and the other members of Westwood's senior management team employ the same broad investment philosophy here as at sibling and Read more

Kudos

Experienced management team.

Strong since-inception returns. Read more

Risks

Above-median expenses.

Compact portfolio can increase relative volatility.

The fund may migrate between small- and mid-cap categories as new opportunities are identified. Read more

Strategy

Management starts with the universe of stocks having a market cap between $10 billion and $500 million. From there, it narrows the field to those with strong, stable free cash flows, improving returns Read more

Management

Westwood's senior management team collectively oversees all of its investment strategies. At this offering, Ragen Stienke oversees the fund's day-to-day operations along with four others, including Susan Byrne, the firm's founder and chief investment Read more

Inside Scoop

This fund is off to a strong start. Read more

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