Westwood Broadmark Tactical Plus Fund F Class Shares
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Rating
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Risk
Fund Information
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
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Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Westwood
Manager/Tenure
(Years)
(Years)
Ricardo L. Cortez (12), Richard P. Damico (12), J. Dyer Kennedy (12), 1 other
Website
Address
The WHG Funds
Kansas City MO -
Kansas City MO -
Country
United States
Phone Number
--
Investment Strategy
The investment seeks to produce, in any market environment, above-average risk-adjusted returns and less downside volatility than the S&P 500 Index. The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds ("ETFs").