Westwood Holdings Group and Aviva Investors Strategic Partnership: Update
- Investment Management
- 13.07.2017 07:45 am
Westwood Holdings Group, Inc. is pleased to announce an update regarding our long-term strategic partnership with Aviva Investors in the global convertibles asset class.
With immediate effect, Aviva Investors has appointed Westwood to transition from advisory to discretionary sub-investment manager of the Aviva Investors Global Convertibles Fund, a Luxembourg-domiciled long-only convertibles fund.1 Westwood continues to manage the Aviva Investors Global Convertibles Absolute Return Fund, and is now the sole sub-investment manager of Aviva Investors' two convertibles fund offerings.
The Westwood Global Convertibles portfolio management team is led by David Clott and Shawn Mato. Prior to joining Westwood in 2014, Clott and Mato spent over 10 years at Aviva Investors, where they managed the Aviva Investors Global Convertibles and Aviva Investors Global Convertibles Absolute Return Funds.
The new appointment further emphasizes Westwood's strategic commitment to expanding our global client base by providing high-conviction and outcome-oriented strategies to non-U.S. investors. President and CEO Brian Casey said, "Over the past few years, we have built a strong relationship with Aviva Investors and delivered on the return and risk profile expectations of their clients invested in the two convertibles funds. We believe the appointment announced today further solidifies our relationship and strengthens Westwood's ability to deliver our investment capabilities to non-U.S. clients."