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Adding Value to Our Investors' Portfolios
It's becoming more and more important to be early - to find
and act on key information about companies and securities. Identifying
companies with superb management, proprietary products or those
positioned to take advantage of a change that may lead to earnings
growth, improvements in financial quality and increases in valuation,
provides the edge that drives fund performance. At Westcore,
we have spent years building a strong professional team and
developing proprietary research processes and techniques designed,
we believe, to give us a head start in a competitive marketplace.
Every security is rigorously analyzed and tested to determine
if it deserves to be purchased for your portfolio - or if it
should be sold.
Different Investments Require Different Approaches
There are different ways to manage investments, and some firms
use the same investment formula for each fund. Not us. At Westcore
we know that all investments are not the same. We appreciate
the difference in asset classes and in striving to make the
best investments for each portfolio, we utilize processes tailored
to each specific universe of securities. From stocks to bonds,
domestic to international, blue chips to small-company stocks,
we understand the different challenges each asset class poses
for security selection, and the different opportunities they
provide for our investors.
Better Research Philosophy, Better Investments
We begin by acknowledging that both fundamental, bottom-up research
and quantitative evaluation are important tools. Every security
bought or sold for a Westcore Fund is subjected to strict disciplines
and analysis tailored to the situation. Our research makes the
difference, to help give you, the investor, an opportunity to
reach your investment goals.
An investor should consider
investment objectives, risks, charges and expenses of the
Fund(s) carefully before investing. Click here for a prospectus,
which contains this and other important information. Please
read the prospectus carefully before investing.
Westcore Funds are
distributed by ALPS Distributors, Inc.
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