News
8/7/2008
Hansen's Natural Commentary >>read more
7/23/2008
Cal-Maine Foods Update >>read more
5/15/2008
Westwood hires Bob Cooke Sr. as a new Managing Partner and JJ Feldman as an Associate (See Form ADV for Bios)
5/06/2008
WAM initiates Cal-Maine Foods Research Report with a price target of $67.00
Cal-Maine Profile
Earnings Model
10/23/2007
MILLICOM ANNOUNCES RESULTS FOR THE FOURTH QUARTER AND NINE MONTHS ENDED SEPTEMBER 30,2007 >>read more
6/12/2007
Cherokee Advisors LLC has entered into an agreement to buy Back Yard Burgers >>read more
4/10/2007
Spring 2007 Newsletter Westwood Asset Management's latest newsletter includes;
-Smart & Final to be acquired by Apollo Management LP for $22.00 per share
-Jones Soda is not a Monster
-In Step with Andrew Lahde of Lahde Capital Management >>read more
10/5/06
California investment group buys Brookfield Lakes for $80 million >>read more
WESTWOOD ASSET MANAGEMENT
is an investment advisor located in Westwood, California.
The company manages the stock, bond, fund and real assets of individuals and corporations. Westwood facilitates strategies to protect and grow financial assets.
The primary strategy employed by Westwood is to invest and reinvest client’s portfolios with the objective of attaining long term capital gains and income.
The advisor provides services regarding investments in securities, asset allocation and the selection of investments.
*Past performance is not a guarantee of future results. A complete list of all recommendations made since 2006 is available upon request.Highlights
Fall 2007 Newsletter
Newsletter; The Subprime Advisor- Finding the Losses. Chipotle Mexican Grill Equals Warm Goodness. Are Your Money Market Funds Safe? >>read more
Fall 2006 Newsletter
Hansen’s Natural is a Monster. Westwood Portfolio Manager, Allen Cooke, wrote the first Wall Street buy report on the company in early 2005. >>read more
Brochure 2007
Financial Growth. Simplified. Westwood Asset Management is an investment advisory located in Westwood, California. The company manages the stock, bond, fund and real assets of individuals and corporations. >>read more
Investment Strategies
Westwood employs a number of different strategies to manage client portfolios. Investment plans incorporate realistic assumptions and your personal goals. Westwood normally seeks to overweight stocks, bonds and funds that are undervalued. >>read more
ADV Schedule F
WAM Due Diligence
Profiles
