Westwood Income Price, Forecast, Insider, Ratings, Fundamentals & Signals

Dallas--(business wire)--westwood holdings group, inc. (nyse:whg) today announced the launch of the worldwide income opportunity fund (wwiox). the new fund is an extension of the $2.8 billion* income opportunity fund (whgix). the worldwide income opportunity fund offers increased asset allocation flexibility by adding the capability to invest in non-u.s. income-producing securities. both funds seek to build investor wealth through a combination of current income and capital appreciation with a lower level of volatility than traditional equity-oriented strategies. “we are very excited to offer this fund, which leverages our fundamental research capabilities across our three distinct investment teams with the goal of delivering a similar return profile to the westwood income opportunity fund,” said mark freeman, cio and senior portfolio manager of the westwood worldwide income opportunity fund...

Dallas--(business wire)--westwood holdings group, inc. (nyse: whg) today announced that the westwood income opportunity mutual fund has surpassed $1 billion in assets. advisors and investors continue to demonstrate a strong appetite for the fund’s combination of current income, the opportunity for capital appreciation and potentially lower volatility delivered in a multi-asset fund. brian casey, westwood’s president & ceo, commented, “this is truly a remarkable achievement as only 6% of mutual funds have assets greater than $1 billion. i applaud the team effort of mark freeman, chief investment officer and senior portfolio manager; todd williams, portfolio manager; and our entire investment research department for delivering such high quality results in a tumultuous market environment...