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Advisor Information for WEEIX

Fund Inception01/11/2008
Name of IssuerTeton Westwood Funds
Fund Advisor(s)Teton Advisors, LLC
Sub-Advisor(s)Westwood Management Corp

Fund Managers for WEEIX

Matthew Lockridge
Portfolio Manager since 04/01/2013
Mr. Lockridge is Head of Equities for Westwood. He serves as a Senior Portfolio Manager on the LargeCap Value and SmallCap Value portfolio teams and is responsible for investment research in the Consumer Staples and Consumer Discretionary sectors. Additionally, Mr. Lockridge is a member of the firm’s Operating Committee, Investment Policy Committee and the Consumer/Health Care research group. Mr. Lockridge began his career at Arthur Andersen, LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting, LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s Investment Committee and oversaw investments in the Consumer and Industrial sectors. Mr. Lockridge earned his MBA with a concentration in Finance and Accounting from the University of Chicago Booth School of Business and his BBA in Finance from Southern Methodist University.
Michael Wall
Portfolio Manager since 03/01/2022
Mr. Wall joined Westwood in 2010, after McCarthy Group Advisors, LLC, which he joined in 2004, was acquired by Westwood. He is a Portfolio Manager on the LargeCap Value and AllCap Value portfolio teams and a Research Analyst specializing in REITs, Engineering and Construction and Life Insurance. Mr. Wall is also a member of the Energy/Utilities and Financials research groups. Mr. Wall began his career at State Street Bank in Kansas City, Missouri, as a Portfolio Accountant and subsequently worked for The SilverStone Group in Omaha, Nebraska, as an Account Manager. Mr. Wall earned an MBA from the University of Nebraska at Omaha and a BS in Accounting from Concordia University.
Corey Henegar
Portfolio Manager since 06/30/2025
Senior Vice President, Portfolio Manager, Senior Research Analyst Mr. Henegar rejoined Westwood in 2025 and serves as a Senior Research Analyst who is responsible for investment research in the Industrials and Materials sectors along with telecommunications and cable/media. Before rejoining Westwood, Mr. Henegar served as a Co-Founder and Co-Portfolio Manager from 2010 to 2024 at Oakview Capital Management, a boutique advisor focused on value equity investments for institutions and high-net-worth individuals based in Dallas, Texas. Mr. Henegar began his career at Westwood in 2001. During his tenure at Westwood, Mr. Henegar served as a Research Analyst and a member of the Westwood SMidCap and SmallCap Value portfolio teams. Mr. Henegar earned his BA in Finance from Texas Tech University where he lettered on the men’s golf team. Mr. Henegar is a member of the CFA Institute.