Portfolio Management Enhancements Announced for Westwood Funds

Westwood Funds expands expertise with new team members for its Income Opportunity and SmallCap Funds.

November 08, 2024

Strategic Additions to Portfolio Management Teams

Westwood Funds, a prominent name in the investment management landscape, has announced significant updates to the portfolio teams of two of its leading funds. As of November 7, 2024, the Westwood Income Opportunity Fund and the Westwood Quality SmallCap Fund will integrate new leadership to bolster their performance and capabilities.

For the Income Opportunity Fund, Ben Chittenden has joined the team as a Vice President, Portfolio Manager, and Research Analyst. Chittenden's extensive experience, which spans two decades in equity research and investment strategies, includes notable roles at Bear Stearns, J.P. Morgan, and Oppenheimer. His expertise in the regional banking sector, along with a strong academic foundation in mathematics and economics, positions him as a vital contributor alongside existing managers Adrian Helfert and Scott Barnard.

The Quality SmallCap Fund also benefits from the expertise of Jordan Latimer, who has rejoined Westwood after gaining valuable experience as an Impact Officer and investment analyst in prior roles. Latimer’s focus on small-to-mid cap equity strategies and background in accounting and finance from Texas A&M University strengthen the capabilities of the fund's team, which includes William Costello and Matthew Lockridge.

Reinforcing Long-Term Value for Investors

These appointments highlight Westwood’s dedication to expanding the depth of its fund management expertise. The additions come as the company seeks to address dynamic market conditions and enhance its alignment with investor expectations. By integrating professionals like Chittenden and Latimer, the funds aim to provide more comprehensive strategies and sustainable returns.

Westwood Funds operates as a series under the Ultimus Managers Trust, offering a diverse range of investment solutions tailored to long-term growth and stability. The inclusion of new talent underscores the firm’s commitment to remaining at the forefront of the financial management industry.

Investors seeking more information on these developments or wishing to explore the funds’ offerings can visit the Westwood Funds website or contact their customer service team directly at 1-877-FUND-WHG.

With these strategic moves, Westwood Funds solidifies its position as a leader in investment management, providing innovative solutions for its clientele.