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Westwood Global Investments LLC
Bryan Ward · Asset Manager · Value
Westwood Global Investments LLC (WGI) is an independent, employee-owned investment management firm headquartered in Boston, Massachusetts. Founded in 2003, the firm specializes in managing emerging and developed markets equity portfolios for institutional clients, including pension funds, endowments, and foundations. WGI is known for its singular focus on international equities and its stable leadership team, which has remained largely intact since the firm's inception. The institution operates as a boutique manager, emphasizing a high-conviction approach and long-term capital appreciation for its global client base.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.3% |
| YTD return | +12.3% |
| Sharpe ratio | 4.34 |
| Win rate | 45% |
| AUM | $4.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.westwoodglobal.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BAP | Credicorp Ltd | 13.2% | +44.9% |
| BDVSY | Bidvest Group Ltd PK | 11.1% | 0.0% |
| ITUB | Itau Unibanco Banco Holding SA | 9.8% | +23.0% |
| SUNB | Sunbelt Rentals Holdings, Inc. | 9.1% | -12.0% |
| BVN | Compania de Minas Buenaventura SAA ADR | 8.6% | +37.5% |
| MELI | MercadoLibre Inc. | 8.3% | +7.2% |
| CMPGY | Compass Group PLC ADR | 7.4% | 0.0% |
| YUMC | Yum China Holdings Inc | 7.3% | -3.7% |
| AMX | America Movil SAB de CV ADR | 6.8% | +10.4% |
| RTO | Rentokil Initial PLC | 6.1% | -5.8% |
| GGAL | Grupo Financiero Galicia SA ADR | 5.4% | -1.2% |
| TTVSY | TTVSY | 4.1% | 0.0% |
| HDB | HDFC Bank Limited ADR | 2.3% | -9.2% |
| TX | Ternium SA ADR | 0.2% | +63.7% |
| BBAR | BBVA Banco Frances SA ADR | 0.2% | -8.6% |
| GLOB | Globant SA | 0.2% | -1.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | BAP | 12.9% → 13.2% |
| Aug 17, 2026 | SELL | AMX | 7.6% → 6.8% |
| Aug 17, 2026 | BUY | BVN | 8.2% → 8.6% |
| Aug 17, 2026 | SELL | BDVSY | 10.8% → 11.1% |
| Aug 17, 2026 | SELL | GGAL | 6.6% → 5.4% |
Investment Style Analysis
Westwood Global Investments LLC is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $4.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Restaurants sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Westwood Global Investments LLC made a significant move by reducing the position in BAP. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm employs a fundamental, bottom-up investment philosophy focused on identifying high-quality companies trading at a discount to their intrinsic value. WGI's investment process is driven by primary research, including direct management contact and rigorous financial statement analysis, with a specific emphasis on cash flow, earnings growth, and returns on capital. By avoiding top-down macroeconomic forecasting, the firm seeks to exploit market inefficiencies in emerging and developed markets through individual security selection and a disciplined, long-term investment horizon.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Westwood Global Investments LLC.
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Frequently asked questions
How is the simulated portfolio for Westwood Global Investments LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Westwood Global Investments LLC's largest holding?
As of the latest filing, Westwood Global Investments LLC's top position is Credicorp Ltd (BAP), representing 13.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Westwood Global Investments LLC's historical performance and risk profile?
Our simulation indicates a total return of +23.3% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of 4.34, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Westwood Global Investments LLC primarily invest in?
Westwood Global Investments LLC has a strong preference for the Banks - Regional sector, which makes up 30.9% of their disclosed assets. The portfolio also has exposure to Restaurants, indicating a specific thematic focus.
Is Westwood Global Investments LLC's portfolio concentrated or diversified?
Westwood Global Investments LLC runs a highly concentrated portfolio with 16 disclosed positions. The top 3 holdings alone account for 34.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Westwood Global Investments LLC performed in 2026?
Our AI-simulated model portfolio for Westwood Global Investments LLC tracks a Year-to-Date (YTD) return of +12.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bryan Ward manage Westwood Global Investments LLC directly?
Yes, Bryan Ward serves as the key portfolio manager for Westwood Global Investments LLC, overseeing the investment strategy and final capital allocation decisions.