Westwood Broadmark Tactical Growth Fund C Class Shares
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Fund Information
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Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
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U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Westwood
Manager/Tenure
(Years)
(Years)
Ricardo L. Cortez (16), Richard P. Damico (16), P. Adrian Helfert (1)
Website
Address
The WHG Funds
Kansas City MO -
Kansas City MO -
Country
United States
Phone Number
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Investment Strategy
The investment seeks to produce above-average, risk-adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index. The fund's investment strategy is designed to evaluate the market to determine whether the market as a whole or a particular sector or industry is undervalued or overvalued. Broadmark Asset Management LLC ("Broadmark" or the "Sub-Advisor") seeks to identify potential long and short investments that the advisor believes offer the greatest risk-adjusted potential for returns.