Westwood Real Estate Income Fund Celebrates 25-Year Anniversary

Core Viewpoint - Westwood Holdings Group celebrates the 25th anniversary of the Westwood Real Estate Income Fund, highlighting its commitment to disciplined investing and income generation in real estate securities [1][2]. Group 1: Fund Performance and Strategy - Since its inception in 2001, the Fund has successfully navigated various real estate and economic cycles, maintaining a focus on fundamental analysis, valuation discipline, and risk management [2]. - The Fund's unique strategy of investing in preferred securities issued by REITs has allowed it to consistently achieve higher yields compared to reference rates over the past 25 years [2]. Group 2: Management and Investment Focus - John Palmer, the lead portfolio manager, emphasizes that the milestone reflects the team's dedication to providing durable income and maintaining discipline amid changing market conditions [3]. - The Fund continues to invest in both traditional and emerging real estate sectors, including logistics, data centers, manufactured housing, and essential infrastructure platforms [3]. Group 3: Company Overview - Westwood Holdings Group is a boutique asset management firm that offers a range of actively and passively-managed investment strategies, along with trust and wealth services for various client types [4].