The WHG Balanced Fund seeks to provide capital appreciation and current income by investing in a portfolio of stocks and fixed-income securities. Equity securities held by the Fund are seasoned companies with proven performance records and above-average earnings growth potential. The debt securities are, in aggregate, investment grade securities of corporate and government issuers. The actual mix will vary depending on the Adviser's analysis of market and economic conditions.

What differentiates the WHG Balanced Fund

Westwood uses a bottom-up approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The Balanced Fund combines two of Westwood's well-established investment strategies: LargeCap Equity and Fixed Income. Both strategies seek to achieve superior investment returns as stand alone strategies; combined, they offer the added benefit of asset allocation.

The Income Opportunity Fund seeks to provide a higher level of current income than offered by traditional fixed income products along with the opportunity for long-term capital appreciation. The Fund invests in the securities of high quality companies that are supported by strong and improving fundamentals and a proven track record of serving as good stewards of investor capital.

What differentiates the WHG Income Opportunity Fund

The Income Opportunity Fund is a unique, bottom-up, income focused investment strategy that offers both transparency and liquidity. The Fund is an attractive alternative to traditional fixed income strategies, with lower volatility relative to traditional equity strategies, and the added potential for long-term capital appreciation.

The LargeCap Value Fund seeks to provide long-term capital appreciation by investing in equity securities of large-cap companies. The Fund generally invests in large U.S. companies that have a market capitalization within the range of companies comprising the Russell 1000 Value Index.

What differentiates the WHG LargeCap Value Fund

Westwood's investment process is designed to generate superior risk-adjusted returns through bottom-up, value-based stock selection. The Fund focuses on large-cap ideas that have limited downside risk and the opportunity to generate earning/cash flows that are higher than what the current stock price implies. These criteria produce an asymmetric risk/reward profile, which Westwood believes leads to superior long-term returns.

The WHG SmallCap Value Fund seeks to provide long-term capital appreciation by investing in equity securities of small-cap companies. The Fund generally invests in small U.S. companies that have a market capitalization between $100 million and $2 billion at the time of purchase.

What differentiates the WHG SmallCap Value Fund

Westwood's investment process is designed to generate superior risk-adjusted returns through bottom-up, value-based stock selection. The Fund focuses on ideas that have limited downside risk and the opportunity to generate earnings/cash flows that are higher than what the current stock price implies. These criteria produce an asymmetric risk/reward profile, which Westwood believes leads to superior long-term returns.

The SMidCap Fund seeks to provide long-term capital appreciation by investing in equity securities of small- and mid-cap companies. The Fund generally invests in companies with market capitalizations between $500 million and $10 billion.

What differentiates the WHG SMidCap Fund

Westwood's investment process is designed to generate superior risk-adjusted returns through bottom-up, value-based stock selection. The Fund focuses on ideas that have limited downside risk and the opportunity to generate earnings/cash flows that are higher than what the current stock price implies. These criteria produce an asymmetric risk/reward profile, which Westwood believes leads to superior long-term returns.