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Westwood Smidcap Plus Fund Institutional Class (WHGPX)
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8.74
-0.01
-0.11%
26/09 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 9.38M
Westwood SMidCap Plus Institutional
8.74
-0.01
-0.11%
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WHGPX Overview
On this page you'll find an in-depth profile of Westwood Smidcap Plus Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of WHGPX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| William E. Costello | Senior Vice President | 2018 | 2019 |
| Biography | William E. Costello, CFA, has served as Senior Vice President and Senior Research Analyst since joining Westwood Management Corp. in July 2010. Prior to joining Westwood Management Corp., Mr. Costello was a Portfolio Manager and Director of Research at the Boston Company, where he worked from 1997 to 2009, and he worked at Delphi Management as a generalist equity analyst from 1992 until 1997. | ||
| Prashant Inamdar | Vice President | 2013 | 2019 |
| Biography | Mr. Prashant Inamdar, CFA, has served as Vice President, Research Analyst and Portfolio Manager for the Westwood Management Corp Texas since November 2013. Prior to joining the Westwood Management Corp Texas, Mr. Inamdar served as Senior Analyst at 3 Twelve Capital from 2012 to 2013. From 2010 to 2012, Mr. Inamdar served as a Vice President of Research at Chilton Investment Company, and from 2000 to 2009, he served as a Securities Analyst at Stark Investments. He participates in the investment decision process. He has authority to direct trading activity for the Funds and is also responsible for representing the Funds to investors. | ||
| Grant L. Taber | Senior Vice President | 2011 | 2019 |
| Biography | Grant L. Taber, CFA Senior Vice President, Senior Portfolio Manager, Research Analyst Mr. Taber joined Westwood in 2008, serves as a Portfolio Manager and is responsible for investment research in the Materials & Processing and Producer Durables sectors. He is also a member of the Technology/Industrials and the Energy/Utilities research groups. Mr. Taber began his career in New York with Bear Stearns and subsequently served as a research analyst with Bessemer Trust Company. Mr. Taber graduated from Texas Christian University with a BBA in Finance and Accounting. While at TCU, he served as the Chief Administrator of the William C. Conner Educational Investment Fund, a student-autonomous equity portfolio at the Neeley School of Business. Mr. Taber is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. | ||
| Thomas C. Lieu | Senior Vice President | 2011 | 2019 |
| Biography | Thomas C. Lieu, CFA Senior Vice President, Portfolio Manager, Research Analyst Mr. Lieu joined Westwood in 2010, serves as a Portfolio Manager and is responsible for investment research in the Consumer Discretionary sector. Currently, he leads the Consumer/Health Care research group and is a member of the Financials research group. Mr. Lieu began his professional career as an analyst at Lazard Asset Management and subsequently, was employed at Banc of America Securities as a Senior Associate and as a Senior Analyst at Persistency Capital. Mr. Lieu earned his MBA from the Stern School of Business at New York University and his BA in Economics and Molecular Biophysics & Biochemistry from Yale University. Mr. Lieu is a member of the CFA Institute and New York Society of Security Analysts. | ||
| Susan Schmidt | Senior Vice President | 2015 | 2018 |
| Biography | Ms. Susan Schmidt, CFA, has served as Senior Vice President, Portfolio Manager and Research Analyst for Westwood Management Corp since August 2015. Prior to joining Westwood Management Corp, Ms. Schmidt served as Portfolio Manager at Mesirow Financial from 2009 to 2015. From 2008 to 2009, Ms. Schmidt served as an Analyst at Essex Investment Management Co., and from 2006 to 2008, she served as a Senior Equity Analyst at Magnetar Capital. She participates in the investment decision process. She has authority to direct trading activity for the Funds and is also responsible for representing the Funds to investors. | ||
| Ragen R. Stienke | Senior Vice President | 2011 | 2015 |
| Biography | Ragen Stienke has over 20 years of experience in the financial services industry, spanning from early stage investing in start-ups to pulbic equities. Before starting Ballast Asset Management, Ragen was a Senior Portfolio Manager of the Smid and SMidPlus products where growth of the product from infancy grow to over $3bln. Ragen graduated from the University of Texas at Austin with a B.A. in Economics. WHile pursuing his undergraduate degree, he worked at the IC2 Institute , a research unit of the University of Texas focused on fostering constructive forms of capitalism that accelerate economic development. Upon graduation, Ragen joined Arthur Andersen in the Business Valuation Group. In 2000, he accepted a position with UBS Investment Bank's research group in New York. While at UBS, he spent three years as a research analyst focused on the software industry. In 2003, Ragen was promoted to Associate Director, where he served on the U.S. Equity Strategy team. Ragen received his CFA charter in 2003 and his a member of the CFA Institute and the Dallas Society of Financial Analyst. | ||
| Graham Wong | Vice President | 2011 | 2013 |
| Biography | Mr. Graham Wong, CFA, has served as Vice President and Research Analyst since December 2010. Prior to this appointment, he served as Assistant Vice President from 2006 to 2010. He joined the Adviser Westwood Management Corp. in 2002 as an Assistant Research Analyst. He participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the target portfolio. He has authority to direct trading activity for the Fund and is also responsible for representing the Fund to investors. | ||
| David S. Spika | Senior Vice President | 2011 | 2012 |
| Biography | Spika has served as senior vice president, Investment Strategist for Westwood since 2009. Prior to this appointment, he served as vice president, Investment Strategist from 2003, when he joined Westwood. Prior to joining the Adviser, he spent 17 years with Bank of America. Spika has over 19 years of investment experience. Spika holds the Chartered Financial Analyst designation. | ||
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