Westwood Alternative Income Fund Institutional Shares
WMNIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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NAV
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Company Information
Provider
Westwood
Manager/Tenure
(Years)
(Years)
P. Adrian Helfert (4), Christopher Hartman (3)
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 provide absolute returns through a combination of current income and capital appreciation with low correlation to equity and fixed income markets. The fund employs an absolute return strategy, which means that it seeks to earn a positive total return through a combination of current income and capital appreciation in all market conditions, by maintaining a portfolio that is designed to have low volatility and low correlations with equity and fixed income markets over a full market cycle. The fund invests primarily in income producing convertible securities.