Westwood Quality SmallCap Fund Institutional Class (WHGSX)
Westwood Quality SmallCap Fund Institutional Class operates in the Asset Management industry of the Financial Services sector, headquartered in Cincinnati, OH, US. The stock last traded at $20.52, up 0.49% on the session, giving a market capitalisation of $844.0M. Its beta of 0.96 implies it has historically moved less than the broad market.
This fund aims to generate significant capital growth over an extended period. It commits at least 80% of its overall assets, including any borrowed capital used for investment purposes, to the stock holdings of smaller companies. Management defines these "small-cap" companies as those with a market capitalization aligning with the range of the Russell 2000 Index at the moment of initial purchase. While its equity investments primarily consist of common stocks, the fund also has the discretion to allocate capital to other equity-related instruments like exchange-traded funds (ETFs), real estate investment trusts (REITs), royalty trusts, and master limited partnerships (MLPs).
Westwood Quality SmallCap Fund Institutional Class is most often compared with the following Financial Services names: