Westwood Trust Launches Select Equity Tax Managed Strategy
Westwood Holdings Group Inc (WHG)
US:NYSE Investor Relations:
westwoodgroup.com/corporate/investor-relations
Company Research
Source: GlobeNewswire
HOUSTON, May 04, 2017 (GLOBE NEWSWIRE) -- Westwood Trust, a division of Westwood Holdings Group, Inc. (NYSE:WHG), today announced the launch of the Westwood Select Equity Tax Managed Strategy. Available as a separate account, the new strategy seeks to achieve long-term capital appreciation on an after-tax basis by investing in a fully diversified portfolio that incorporates both value and growth stocks. The portfolio management team is led by Leah Bennett and Allen Lewis, and supported by Westwood’s team of 18 sector/industry experts, who have an average of 16 years of investment experience. “Tax management and risk awareness matter more today than ever before, especially for the disciplined long-term investor,” said Leah Bennett, Chief Operating Officer, Westwood Trust. “Westwood Trust is pleased to introduce the Westwood Select Equity Tax Managed Strategy, which utilizes multiple valuation measures and collaborative risk management to identify opportunities across both growth an
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- Westwood Holdings Group (NYSE:WHG) investors are sitting on a loss of 53% if they invested five years ago [Yahoo! Finance]Yahoo! Finance
WHG
Sec Filings
- 3/26/24 - Form DEF
- 3/15/24 - Form PRE
- 3/8/24 - Form 4
- WHG's page on the SEC website