Apple Turns 50: From Garage Startup to AI Crossroads 
Tesla Q1 2026 Deliveries Miss Estimates as AI Strategy Takes Center Stage 
Private Credit Under Pressure: Is a Slow-Motion Crisis Unfolding? 
Annie Altman Amends Sexual Abuse Lawsuit Against OpenAI CEO Sam Altman 
MATCH Act Targets ASML and Chinese Chipmakers in New U.S. Export Crackdown 
Microsoft Eyes $7B Texas Energy Deal to Power AI Data Centers 
RBC Capital: European Medtech Firms Show Minimal Middle East and Energy Risk Exposure 
Fonterra Admits Anchor Butter "Grass-Fed" Label Misled Consumers After Greenpeace Lawsuit 
Russell 1000 Companies Hit $2.2T Cash Record While Aggressively Reinvesting in Growth 
Cathay Pacific Holds Firm on Flight Capacity Amid Middle East Conflict and Rising Fuel Costs 
First Western Ship Transits Strait of Hormuz Since Iran War Began 
Trump Administration Plans 100% Tariffs on Pharmaceutical Imports 
TSMC Japan's Second Fab to Produce 3nm Chips by 2028 
Star Entertainment Secures $390M Refinancing Deal to Stabilize Operations 
McDonald's and Restaurant Brands International Face Headwinds Amid Iran Conflict and Rising Costs 
Elon Musk Ties SpaceX IPO Access to Mandatory Grok AI Subscriptions 
Europe's Aviation Sector on Track to Meet 2025 Green Fuel Mandate 
DALLAS, July 12, 2017 -- Westwood Holdings Group, Inc. (NYSE:WHG) is pleased to announce an update regarding our long-term strategic partnership with Aviva Investors in the global convertibles asset class.
With immediate effect, Aviva Investors has appointed Westwood to transition from advisory to discretionary sub-investment manager of the Aviva Investors Global Convertibles Fund, a Luxembourg-domiciled long-only convertibles fund.1 Westwood continues to manage the Aviva Investors Global Convertibles Absolute Return Fund, and is now the sole sub-investment manager of Aviva Investors’ two convertibles fund offerings.
The Westwood Global Convertibles portfolio management team is led by David Clott and Shawn Mato. Prior to joining Westwood in 2014, Clott and Mato spent over 10 years at Aviva Investors, where they managed the Aviva Investors Global Convertibles and Aviva Investors Global Convertibles Absolute Return Funds.
The new appointment further emphasizes Westwood’s strategic commitment to expanding our global client base by providing high-conviction and outcome-oriented strategies to non-U.S. investors. President and CEO Brian Casey said, “Over the past few years, we have built a strong relationship with Aviva Investors and delivered on the return and risk profile expectations of their clients invested in the two convertibles funds. We believe the appointment announced today further solidifies our relationship and strengthens Westwood’s ability to deliver our investment capabilities to non-U.S. clients.”
About Westwood
Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries. With $22.1 billion in assets under management (as of March 31, 2017), the firm offers a range of investment strategies including U.S. equities, Master Limited Partnerships (MLPs), Multi-Asset, Global and Emerging Markets equities, and Global Convertible securities portfolios. Access to these strategies is available through separate accounts, the Westwood Funds family of mutual funds, UCITS funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Toronto, Boston, Omaha and Houston.
(WHG-G)
1 Aviva Investors – Global Convertibles Fund is a sub-fund of Aviva Investors, a société d’investissement à capital variable (SICAV), with registered office at 2, rue du Fort Bourbon, L-1249 Luxembourg.
Contact: Bill Hardcastle Telephone: 214-756-6383 Email: [email protected] Website: westwoodgroup.com
