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News & Announcements

Low-Volatility Equity Investing: Global Convertibles

Westwood Management's Global Convertibles Portfolio Managers share their insight on the role global convertibles can play as a low-volatility strategy within a portfolio.

'July 2016'

MLP Update Podcast

Listen to Todd Williams, Portfolio Manager at Westwood, as he provides an update on investing in MLP strategies. Click here to access the web presentation.

'December 14th, 2015'

* This material represents an assessment of the market environment at a specific point in time and not a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security in any specific nation.

To view the most recent Fund holdings, click HERE

To view performance for the Fund, click HERE

As of October 31, 2014, Westwood SmallCap Value Fund Institutional Shares outperformed 98% of its peers over a 5-year period in the Small Blend category out of a universe of 614 funds. The Fund outperformed 94% of its peers over a 3-year period out of a universe of 563 funds.

To determine if this Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling 1.877.FUND.WHG, or by visiting our website at www.westwoodfunds.com. Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk, including possible loss of principal. There can be no assurance that the Fund will achieve its stated objectives. There are specific risks inherent in small cap investing such as greater share price variability as compared to other funds that invest in stocks of companies that are larger and potentially more stable market capitalizations. Investors cannot invest directly in an index.

The Westwood SmallCap Value Fund is distributed by SEI Investments Distribution Co., 1 Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with the Adviser.

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Mutual fund investing involves risk including loss of principal. Bond and bond funds will decrease in value as interest rates rise.

Performance for WWIAXX as of 6/30/12 is: One Year: 6.97% and Since Inception (12/31/07): 6.97%. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Total expense ratio is 1.16% (The advisor is executing its ability to recapture management fees, the expense ratio for above does not reflect the ability of the adviser to recover all or a portion of prior waivers, which would result in higher expenses for the investor. This option is available contractually to the advisor until February 28,2013). For performance data current to the most recent month end, please call 1-877-FUND-WHG or visit our website at www.westwoodfunds.com.

To determine if the Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by calling 1-877-FUND-WHG (877-386-3944) or by visiting our website at www.westwoodfunds.com. Please read the prospectus carefully before investing.

Holdings are subject to change. Top ten holdings as of 6/30/2012 are: Microsoft Corp., Johnson & Johnson, General Mills Inc., Abbott Labs, Intel Corp., PepsiCo Inc., Vodafone Group PLC, Bank of America Corp. 6.204%, JPMorgan Chase Cap PS and E.I. DuPont de Nemours. Top ten holdings represent 23.81% of the total portfolio. Current and future holdings are subject to risk. This material represents the manager's assessment of the market environment and should not be relied upon by the reader as research or investment advice regarding any security, nor is it intended to be a forecast of future events or a guarantee of future results.

The Westwood Funds are distributed by SEI Investments Distribution Co., which is not affiliated with Westwood Management Corp.

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