Westwood Global Investments

Westwood Global Investments, LLC is an international investment manager founded in 2003 and independently owned by its founding Principals, Meg Reynolds and Bryan Ward. As of December 31, 2024, the firm managed $11.8 billion of assets on a discretionary basis, specializing in investing in both developed and emerging markets equities. The firm offers separately managed and commingled accounts with various strategies and benchmarks, focusing primarily on equities. Westwood is the manager and advisor to several funds, including the WGI Emerging Markets Fund, LLC, and the WGI Global Ex-U.S. Fund, LLC. For separate accounts, the minimum investment is $50 million, while for commingled accounts, it is $10 million. Fees are subject to negotiation, with management fees ranging from 0.55% to 1.20% based on the assets under management. Westwood does not charge performance-based fees and acts with investment discretion, selecting securities in line with clients' stated objectives. The firm's investment philosophy involves a bottom-up approach driven by financial statement analysis, valuations, and a focus on cash flow, earnings growth, and balance sheet strength. Westwood discloses its investment strategies, risk factors, and financial information transparently, ensuring compliance with regulatory requirements. Clients include high net worth individuals, investment companies, and various institutions. The firm's leadership team, including Meg Reynolds, Bryan Ward, Jerry Hsieh, Kevin Stowell, Josh Byrne, and Jarrod Pelletier, brings extensive experience and expertise to the firm's investment management approach.