Research Driven. Shareholder Focused.
An unwavering commitment to independent research. A singular focus on the investment success of our shareholders.
Exciting news from
Denver Investments, the advisor to the Westcore Funds, has agreed to be acquired by Segall Bryant & Hamill (“SBH”). In SBH, we found a like-minded partner that shares our client-focused, collegial and entrepreneurial culture. Importantly, we found a partner that also shares our belief in aligning client interests through employee ownership. Through the union of our firms, we will provide clients with broader investment capabilities and deeper investment resources. Here is a link to the press release.
Changes at the Fed: A Focus on Monetary Policy
Implications of the Fed’s monetary policy and what changes we should expect from the recently announced Fed Chair.
Dividend-Payers: An All Market Strategy
Read Portfolio Manager Lisa Ramirez’s interview with the Wall Street Transcript
At Westcore Funds, our mission is to help our shareholders reach their long-term financial goals. We offer a diverse family of mutual funds that reflect the founding principles of the Funds’ manager, Denver Investments. The firm also offer its strategies through separate accounts. Since the firm’s origin in 1958, independent fundamental research has been the cornerstone of its investment approach.