WESTWOOD GLOBAL Overview
Westwood Global Investments Llc is an investment advisor that manages 7.1 BN dollars in regulatory AUM and has 21 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 06/30/17. The fund's latest filing disclosed 1BN in positions, representing 16% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 06/30/17. The fund's latest filing disclosed 1BN in positions, representing 16% of the manager's regulatory AUM.
WESTWOOD GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WESTWOOD GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ITUB | 27.36% | Financials | 26.6% | 6.39% | 3 | 6% | ||
| AMX | 27.2% | Telecom | 16.46% | 3.23% | 13 | 2% | ||
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FEATURED IN
WESTWOOD GLOBAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Margaret M. Reynolds | Principal/Chief Executive Officer | January-2003 |
| Bryan L. Ward | Principal/Chief Financial Officer | January-2003 |
| Sheila A. Stanton | Chief Compliance Officer | September-2007 |
WESTWOOD GLOBAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
WESTWOOD GLOBAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ............................... Page 5
Item 9 – ...
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WESTWOOD GLOBAL Portfolio Concentration
WESTWOOD GLOBAL Location
ONE FINANCIAL CENTER
SUITE 1620
BOSTON, Massachusetts
UNITED STATES, 02111
SUITE 1620
BOSTON, Massachusetts
UNITED STATES, 02111
WESTWOOD GLOBAL Contact Information
Phone Number: 617-428-4040
Fax Number: 617-428-4069
Website: null
Fax Number: 617-428-4069
Website: null
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