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Teton Westwood Balanced Fund Class A (WEBCX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 4.8M
TETON Westwood Balanced Fund Class A
10.240
+0.070
+0.69%
- Overview
- Profile
- Historical Data
- Holdings
WEBCX Overview
On this page you'll find an in-depth profile of Teton Westwood Balanced Fund Class A. Learn about the key management, total assets, investment strategy and contact information of WEBCX among other information.
Investment Strategy
The investment seeks to provide capital appreciation and current income consistent with prudent investment risk and a balanced investment approach. The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30% to 70% of its assets in equity securities and 70% to 30% in debt securities, and the balance of the fund's assets in cash or cash equivalents. It may also invest up to 25% of its total assets in foreign equity securities and in EDRs or ADRs.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Michael Wall | Associate Vice President, Research Analyst | 2022 | Now |
| Biography | Mr. Wall joined Westwood in 2010, after McCarthy Group Advisors, LLC, which he joined in 2004, was acquired by Westwood. He is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in REITs, Engineering and Construction and Life Insurance. Mr. Wall is also a member of the Energy/Utilities and Financials research groups. Mr. Wall began his career at State Street Bank in Kansas City, Missouri, as a Portfolio Accountant and subsequently worked for The SilverStone Group in Omaha, Nebraska, as an Account Manager. Mr. Wall earned an MBA from the University of Nebraska at Omaha and a BS in Accounting from Concordia University. | ||
| Lauren C. Hill | VP, Research Analyst | 2020 | Now |
| Biography | Ms. Hill joined Westwood in 2015 and is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in the Consumer Discretionary and Industrials sectors. She is a member of the Consumer/Health Care and Technology/Industrials research groups. Before joining Westwood, Ms. Hill spent 11 years working in equity research in New York. She served as a Generalist at Northern Border Investments and Cantillon Capital and as a Financials and Utilities Analyst at J.P. Morgan Asset Management. Prior to that, she worked as an Associate on the sell-side at Sanford Bernstein with the No. 1-ranked Consumer Finance Analyst. Ms. Hill earned her MBA with Honors from Columbia Business School where she participated in the Value Investing Program. She earned her BBA in Finance and Accounting with Honors from Southern Methodist University. Ms. Hill is a CFA charterholder. | ||
| P. Adrian Helfert | - | 2019 | Now |
| Biography | Adrian Helfert, Senior Vice President is Chief Investment Officer, Multi-Asset Portfolios at Westwood. Having originally joined Westwood in 2019, Mr. Helfert oversees multiple strategies with portfolio management and leadership responsibilities across the Multi-Asset continuum, including our flagship, Income Opportunity. Throughout his career, Mr. Helfert has developed a strong track record working on collaborative, global teams. Prior Westwood, Mr. Helfert served as Managing Director and Senior Multi-Asset Portfolio Manager at Amundi Smith Breeden in London, where he was responsible for Global Fixed Income strategies. During his 13-year Amundi tenure, he also was an investment team leader on absolute return, unconstrained and total return portfolios across multiple asset classes including equity and fixed income across multiple asset classes including equity and fixed income. Before joining Amundi, Mr. Helfert worked at Royal Bank of Scotland and JPMorgan's Asset Management Group. Mr. Helfert earned his MBA from Duke University and his BA in physics from the University of Virginia, where he was awarded a fellowship for his work in Solid State Physics. He also served in the U.S. Navy / Marine Corps as a Combat Medic. | ||
| Matthew R. Lockridge | Senior Vice President and Co-Ditector | 2013 | Now |
| Biography | Mr. Lockridge is Head of U.S. Value for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University. | ||
| William D. Sheehan | Vice President | 2019 | 2023 |
| Biography | Mr. Sheehan joined Westwood in 2018 and is currently a Vice President – Portfolio Manager & Research Analyst. He serves as a Portfolio Manager for Westwood’s LargeCap Value and AllCap Value strategies and specializes as an Analyst in the Technology, Media and Telecom sectors. Prior to joining Westwood, Mr. Sheehan was an Analyst at Surveyor Capital focused on the Technology sector. Prior to that, he held several roles investing across the Technology, Media and Telecom sectors. Mr. Sheehan earned a Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania. He is a CFA charterholder. | ||
| Scott D. Lawson | Vice President | 2012 | 2021 |
| Biography | Scott D. Lawson, CFA, has served as Senior Vice President, Senior Research Analyst for Westwood Management Corp. since February 2019. Prior to this appointment, he served as Vice President, Senior Research Analyst since joining Westwood Management in October 2003 until February 2019. Prior to joining the firm, Mr. Lawson was an Assistant Portfolio Manager at Bank of America from 2000 to 2003. From 1995 to 2000, he was a Research Analyst with Mississippi Valley Advisors, specializing in the Technology and Industrial sectors. Mr. Lawson holds the Chartered Financial Analyst designation. | ||
| Casey Flanagan | Portfolio Manager | 2019 | 2020 |
| Biography | Casey Flanagan is a Principal, Portfolio Manager and member of the Investment Committee with ZWJ Investment Counsel. Mr. Flanagan joined ZWJ in 2020 after working as a Portoflio Manager at Westwood Holdings Group. He graduated with honor from the Cox School of Business at Southern Methodist University with a Bachelor's degree in Finance. Mr. Flanagan is a CFA Charterholder and a member of the CFA Society Atlanta and the CFA Institute. | ||
| Varun V. Singh | Vice President, Equity Analyst | 2013 | 2019 |
| Biography | Varun V. Singh has been with Westwood since 2012. Prior to Westwood, he served as a Vice President and equity analyst at Wellington Management Company, LLP. He has earned a Bachelor's degree in Metallurgical Engineering from the Indian Institute of Technology, an M.B.A. from the University of Chicago, and a Ph.D. in Materials Science and Engineering from the State University of New York. Mr. Singh has earned the right to use the Chartered Financial Analyst designation. | ||
| Mark R. Freeman | Senior Vice President | 2012 | 2019 |
| Biography | Mr. Freeman is Executive Vice President and Chief Investment Officer at Westwood Holdings Group, where he oversees the firm’s investment and research functions. Mr. Freeman serves as a Senior Portfolio Manager and is responsible for developing the firm’s economic outlook. Additionally, he is a member of the firm’s Asset Allocation and Business Management Committees. Mr. Freeman graduated Cum Laude from Millsaps College, where he was a United Methodist Bicentennial Scholar, with a BA in Economics. He also earned his MS in Economics from Louisiana State University. Mr. Freeman began his career with the U.S. Peace Corps where he served as a Program Director for two years in Togo, West Africa. Prior to joining Westwood in 1999, Mr. Freeman worked for KPMG and First American Corp., as Senior Economist and Fixed Income Strategist. Mr. Freeman achieved the designation of Chartered Financial Analyst in 1998 and is a member of the American Economic Association, the CFA Institute, and the CFA Society of Dallas-Fort Worth. He is a member of the Board of Trustees of Millsaps College and serves as a board member for the Wilson Fund and Capital for Kids, an organization comprised of members of the investment management business dedicated to meeting the needs of at-risk children in North Texas. | ||
| Lisa Dong | Director | 2012 | 2018 |
| Biography | Ms. Lisa Dong, CFA, has served as Senior Vice President and Product Director for Westwood Management Corp. since December 2010. Prior to this appointment, she served as Vice President and Research Analyst for the firm from June 2005 to December 2010. She joined the firm in 2000 and served as Assistant Vice President and Research Analyst from October 2001 to July 2005. Ms. Dong has served on the portfolio team since April 2008. Ms. Dong participates in the investment decision process during the portfolio team meetings in which the team decides the stock/weight selection for the model portfolio. She has authority to direct trading activity for the Fund and is also responsible for representing the Fund to investors. | ||
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