Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
14.86
0.00
0%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
NVDA gained a massive 197% since our AI first added it in November - is it time to sell? 🤔 Read more
Westwood Quality Smidcap Fund Institutional Class (WHGMX)
Add to/Remove from a Portfolio
Add to Watchlist
Westwood SMidCap Institutional
14.86
0.00
0%
- Overview
- Profile
- Historical Data
- Holdings
WHGMX Overview
On this page you'll find an in-depth profile of Westwood Quality Smidcap Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of WHGMX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500® Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, and master limited partnerships ("MLPs").
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| William Woodson “Trip” Rodgers | Senior Vice President | 2023 | Now |
| Biography | Mr. Rodgers joined Westwood in 2019 as a Senior Vice President, Senior Research Analyst, specializing in industrials and materials. Prior to joining Westwood, Mr. Rodgers was a Portfolio Manager at BP Capital Fund Advisors. Prior to that, Mr. Rodgers was at Carlson Capital for ten years, as an industrials/materials Portfolio Manager within the Relative Value team. Prior to Carlson, Mr. Rodgers spent nine years in sell-side equity research, with five of those years at UBS as an Institutional Investor ranked analyst. At UBS, he followed industrial, building materials, and housing-related equities. Mr. Rodgers holds the CFA charter and graduated from Cornell University in 1995 with a Bachelor of Science degree in Economics. | ||
| Kyle Martin | - | 2021 | Now |
| Biography | Mr. Martin joined Westwood in 2016 and currently serves as a Vice President, Portfolio Manager on the SMidCap Value Portfolio and a Research Analyst responsible for coverage of Banks, Brokers, Exchanges and Autos. He is Head of the Financials research group and a member of the Technology/Industrials research group. He previously served as a Research Associate supporting the Financials and Energy/Materials research groups. Prior to joining Westwood, he was with Fidelity Investments as a Financial Analyst. Mr. Martin earned his MBA in Finance from Southern Methodist University and his BBA in Finance from Texas Tech University. Mr. Martin is a CFA Charterholder and member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| William E. Costello | Senior Vice President | 2018 | Now |
| Biography | Mr. Costello joined Westwood in 2010 and serves as Director of Equity Portfolios and Senior Portfolio Manager on the SmallCap Value portfolio team. He is also responsible for investment research within the Energy and Utilities sectors and is a member of the Energy/Utilities research group. Mr. Costello began his career with Investors Bank and Trust in 1992 and subsequently joined Delphi Management and The Boston Company. Mr. Costello earned an MBA from Boston University and a BA in Economics from Marietta College. He is a member of the CFA Institute, the Boston Security Analysts Society and the National Association of Petroleum Investment Analysts. | ||
| Prashant Inamdar | Senior Vice President | 2013 | Now |
| Biography | Mr. Inamdar joined Westwood in 2013, serves as a Portfolio Manager and is responsible for investment research of financial processors and the Health Care sector. Currently, he leads the Consumer/Health Care research group and is a member of the Financials research group. Prior to Westwood, Mr. Inamdar worked at Chilton Investment Company as Vice President, Research covering the health care sector. Before that, he was with Stark Investments in Milwaukee for nine years as a Generalist Research Analyst covering health care, software and the consumer sectors. Mr. Inamdar earned his bachelor’s degree in Electrical Engineering from the Indian Institute of Technology, his master’s degree in Business from the Indian Institute of Management, and his MBA with a concentration in Finance from Indiana University, Bloomington. He is a member of the CFA Institute. | ||
| Grant L. Taber | Senior Vice President | 2008 | 2023 |
| Biography | Mr. Taber joined Westwood in 2008 and serves as a Senior Portfolio Manager and Analyst covering the Materials and Industrials sectors. He is a member of the Energy/Utilities and Technology/Industrials research groups. Mr. Taber began his career in New York at Bear Stearns, performing sell-side equity research. Subsequently, he moved to the buy-side as a Research Analyst with Bessemer Trust Company. Mr. Taber graduated from Texas Christian University with a BBA in Finance and Accounting, during which time he served in leadership of the William C. Conner Educational Investment Fund. Mr. Taber is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Thomas C. Lieu | Senior Vice President | 2010 | 2019 |
| Biography | Thomas C. Lieu, CFA Senior Vice President, Portfolio Manager, Research Analyst Mr. Lieu joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary sector. Currently, he leads the Consumer/Health Care research group and is a member of the Financials research group. Mr. Lieu began his professional career as an analyst at Lazard Asset Management and subsequently, was employed at Banc of America Securities as a Senior Associate and as a Senior Analyst at Persistency Capital. Mr. Lieu earned his MBA from the Stern School of Business at New York University and his BA in Economics and Molecular Biophysics & Biochemistry from Yale University. Mr. Lieu is a member of the CFA Institute and New York Society of Security Analysts. | ||
| Susan Schmidt | Senior Vice President | 2015 | 2018 |
| Biography | Ms. Susan Schmidt, CFA, has served as Senior Vice President, Portfolio Manager and Research Analyst for Westwood Management Corp since August 2015. Prior to joining Westwood Management Corp, Ms. Schmidt served as Portfolio Manager at Mesirow Financial from 2009 to 2015. From 2008 to 2009, Ms. Schmidt served as an Analyst at Essex Investment Management Co., and from 2006 to 2008, she served as a Senior Equity Analyst at Magnetar Capital. She participates in the investment decision process. She has authority to direct trading activity for the Funds and is also responsible for representing the Funds to investors. | ||
| Ragen R Stienke | Principal | 2005 | 2015 |
| Biography | Ragen Stienke has over 20 years of experience in the financial services industry, spanning from early stage investing in start-ups to public equities. Before starting Ballast Asset Management, Ragen was the Senior Portfolio Manager of the SMid and SMid Plus products at Westwood Management, an investment firm with over $20bn in assets under management. Ragen joined Westwood in 2004, and was responsible for managing and growing the SMid product from its infancy to over $3bn. Upon closing the SMid product, Ragen launched a sister portfolio in SMid Plus where he raised nearly $1bn in assets. During his management of SMid, the portfolio had a 10 year track record that ranked in the top 10% against its respective peer group.1 Ragen was also a member of the Portfolio Risk Committee and the Business Management Committee at Westwood. Ragen graduated from the University of Texas at Austin with a B.A. in Economics. While pursuing his undergraduate degree, he worked at the IC2 Institute, a research unit of the University of Texas focused on fostering constructive forms of capitalism that accelerate economic development. Upon graduation, Ragen joined Arthur Andersen in the Business Valuation Group. In 2000, he accepted a position with UBS Investment Bank’s research group in New York. While at UBS, he spent three years as a research analyst focused on the software industry. In 2003, Ragen was promoted to Associate Director, where he served on the U.S. Equity Strategy team. Ragen received his CFA charter in 2003 and is a member of the CFA Institute and the Dallas Society of Financial Analysts. | ||
| Graham Wong | Portfolio Manager | 2005 | 2013 |
| Biography | Graham Wong, CFA, has been a portfolio manager at Thrivent Financial since 2013, when he joined the firm. He served as Vice President and Research Analyst at Westwood Management Corp., since December 2010. Prior to that appointment, he served as Assistant Vice President from 2006 to 2010. He joined the Adviser Westwood Management Corp. in 2002 as an Assistant Research Analyst. He participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the target portfolio. | ||
| David S. Spika | Global Investment Strategist | 2005 | 2012 |
| Biography | David Spika leads the Investments line of business within GuideStone. In this capacity, he serves as the president of both GuideStone Capital Management, LLC, the investment adviser to GuideStone Funds, and GuideStone Investment Services, which provides investment advisory services to non-profit institutions. He also serves as chief investment officer over all investment-related lines of business. Mr. Spika is a member of the executive leadership team for the parent company, GuideStone Financial Resources, and chairs the firm’s Committee on Faith-Based Investing. Additionally, he makes frequent appearances on CNBC, Fox Business Network and other major business media outlets and is quoted in a variety of financial print media. Mr. Spika joined GuideStone in 2015 as the Global Investment Strategist, where he was responsible for developing and communicating the firm’s macroeconomic outlook while also leading the asset allocation efforts for the GuideStone retirement strategies. Prior to assuming his responsibilities at GuideStone, Mr. Spika served for 12 years as the Senior Vice President and Investment Strategist at Westwood Holdings Group. Before Westwood, he was with Bank of America and predecessor banks for 17 years, primarily as a Portfolio Manager and Investment Specialist. Mr. Spika holds a Bachelor of Business Administration degree in Finance from Texas A&M University. He is a CFA® charterholder and a member of both the CFA Institute and the CFA Society of Dallas/Fort Worth. | ||
Write your thoughts about Westwood Quality Smidcap Fund Institutional Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review