Westwood Global Investments manages investments in developed and emerging markets equities. Westwood offers both separately managed and commingled accounts. Westwood uses a bottom-up approach to identify opportunities, focusing on management contact, financial statement analysis, and valuations relative to cash flow and earnings growth.
Assets Under Management$12B
Clients41
Advisors3
Avg. per Client$290M
Avg. per Advisor$3.9B
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.60% |
Fee schedule for WGI Developed Markets Ex-U.S. Fund and WGI Developed Markets Ex-U.S. Fund - SR. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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