Westwood Trust Launches Select Equity Tax Managed Strategy

Thursday, May 4, 2017 10:02 PM UTC

HOUSTON, May 04, 2017 -- 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 and value. The strategy’s strong emphasis on downside protection and careful focus on maximizing tax efficiency make it a great fit for the client focused on generating wealth over the long term.”

“The concept of a well-researched, high quality, low turnover and tax efficient portfolio resonates well with taxable investors,” said Brian Casey, President and CEO of Westwood Holdings Group. “We hope to compound wealth for our clients by identifying great companies with a long-term view and a focus on tax minimization.”

For more information on Westwood Trust and the Westwood Select Equity Tax Managed Strategy, contact Leah Bennett, Chief Operating Officer, Westwood Trust at [email protected] or 713.683.7070.

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, including $4.0 billion in mutual funds (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 investment 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.

For more information about Westwood, visit our website at westwoodgroup.com.

For more information on Westwood Funds, visit us at westwoodfunds.com.

Media Contact:
Tyler Bradford
Hewes Communications, Inc.
[email protected]
Office: 212-207-9454
Mobile: 917-628-8512

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Westwood Trust Launches Select Equity Tax Managed Strategy

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