Our Partners: Wentworth, Hauser and Violich

Since 1937, Wentworth, Hauser and Violich (WHV) has provided investment management services to individuals, institutions, brokers and financial advisors with a consistent record of strong risk-adjusted performance.

Global Equity Philosophy
The global investment strategy is grounded in the conviction that superior investment performance depends primarily on investing in the most attractive global economic sectors.  Particular attention is devoted to identifying supply and demand imbalances that are likely to persist over time.

Investment Strategy
WHV uses a top-down sector allocation strategy that seeks to generate superior performance over the long term.

Portfolio Profile
Portfolios typically hold 30 to 60 stocks. This concentration slightly increases risk, but dramatically increases the firm's ability to manage performance and achieve superior returns over the long term.

• Established in 1937
• Invests in the most attractive global economic sectors/industries
• Leading international equity manager