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At Westwood Income Opportunity, A Manager Goes For Growth
FYI: (Click On Article Title At Top Of Google Serch) Mark Freeman walks a fine line every day. The lead manager of the Westwood Income Opportunity fund (ticker: WHGIX) is constantly faced with the all-too-familiar challenge of delivering better-than-average income without greater-than-average risk. Regards, Ted https://www.google.com/#q=At+Westwood+Income+Opportunity,+a+Manager+Goes+for+Growth+barron's
@Ted Thanks for the link. I have owned WHGIX for about 2 years now. So, I was interested to read the interview with Mark Freeman. His thinking still makes sense to me.
A few more thoughts....The search tool at this site brought WHGIX to my attention. The fund uses a multi-team approach to select candidates for investment. Cash is currently the biggest holding at 20.3% as of 3/31. There is an enlargeable image in the lower right hand portion of this link that shows how the investment mix has varied since the inception of the fund:
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A few more thoughts....The search tool at this site brought WHGIX to my attention. The fund uses a multi-team approach to select candidates for investment. Cash is currently the biggest holding at 20.3% as of 3/31. There is an enlargeable image in the lower right hand portion of this link that shows how the investment mix has varied since the inception of the fund:
westwoodfunds.com/funds/income-opportunity.aspx