WESTWOOD MANAGEMENT Overview

Westwood Management Corp is an investment advisor that manages 644 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 562MM in positions, representing 87% of the manager's regulatory AUM.

WESTWOOD MANAGEMENT StockAlpha

-7.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WESTWOOD MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 10.41% Tech -6.7% -0.9% 0 37%
MA 7.54% Tech 2.79% 0.08% 0 25%
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FEATURED IN
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WESTWOOD MANAGEMENT Founders and Key Employees

Name Title In Position Since
Michael N. Perlow President & Chief Compliance Officer April-1976

WESTWOOD MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

WESTWOOD MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The Firm seeks to invest in high quality, highly liquid, large capitalization stocks. The Firm generally invests in the most financially successful companies within a particular industry. Mr. Perlow conducts his own analysis of potential investments, and the Firm does not have a specific sell or buy/hold discipline. The Firm’s decisions to exit stocks are typically not event-driven, but are based upon finding a better stock to hold. Furthermore, there is no strict allocation among industries, sectors, and/or capitalization. Accordingly, investments within portfolios do not necessarily reflect the total stock market, and performance may differ from the performance of the total stock market.

Mr. Perlow seeks to hold shares in the top firms in relevant industries. He seeks to hold such investments for one year or longer, but may liquidate in a shorter time frame under certain circumstances such as...
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WESTWOOD MANAGEMENT Portfolio Concentration

WESTWOOD MANAGEMENT Location

208 S LASALLE ST
STE 1698
CHICAGO, Illinois
UNITED STATES, 60604

WESTWOOD MANAGEMENT Contact Information

Phone Number: 312-236-3336
Fax Number: 312-236-9669
Website:

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