1. 901 5th Avenue, Suite 3130
Seattle, WA 98164-2008
Tel: (800) 258-1388
Fax: (206) 219-2479
301 Battery Street, Suite 400
San Francisco, CA 94111-3203
Tel: (800) 204-2650
Fax: (415) 288-6153
whv.com

2. Building on a Strong History
Founded in San Francisco in 1937, WHV Investment
Management (“WHV”) is one of the oldest
investment management firms on the West Coast.
Founding partner William Wentworth’s vision
established a tradition of high-quality investment
strategies and a commitment to personalized client
service. Over 70 years later, WHV continues upon
these founding principles as we provide innovative
investment management services to a diverse client
base that includes institutions and individuals
worldwide.
WHV is headquartered in San Francisco and has
an office in Seattle. The firm is a wholly-owned
subsidiary of Laird Norton Investment Management,
Inc.
Investment Philosophy
We believe that clients can benefit from a focused,
consistent and repeatable approach to investment
management across all asset classes. Our philosophy
is simple but effective: build high conviction
portfolios from our best ideas and make investment
decisions based on a long-term horizon.
Strategy Offerings
WHV offers multiple distinct investment strategies
within international/global equities, emerging market
equities and domestic equities. Most notably, the
firm’s international and global equity products
employ a unique top-down sector selection process
that seeks to capitalize on long-term Supercycle
trends. Particular attention is devoted to identifying
global supply and demand imbalances that are likely
to persist over time.
WHV’s domestic equity strategies employ a
valuation-sensitive, low-volatility approach. The
teams seek to generate alpha through a stock
selection process that entails thorough bottom-up
fundamental research, with a top-down overlay and
a commitment to construct portfolios that reflect
conviction in their best ideas.
An Experienced Professional Team
In our industry, experience is crucial. WHV has
built its reputation with highly qualified investment
professionals who have decades of investment
management experience, a strong work ethic and
an equally strong commitment to client service.
We have a seasoned investment team of portfolio
managers and analysts who average over two decades
of industry experience and over ten years at WHV.
Many have managed portfolios through multiple
business cycles, in both bull and bear markets,
providing valuable investment experience throughout
various environments.
We recruit professionals who are motivated to grow
with the firm. Professional staff turnover is low,
which means that clients benefit from consistency
and are able to establish long relationships with
their team at WHV. It has also resulted in a high
retention rate with clients who value continuity
in addition to competitive performance from
their financial partners. This continuity ensures
consistency, reliability and familiarity with each client
relationship.
A Commitment to Clients
While our clients’ individual needs are different, all
embrace the same basic objective: the preservation
of capital and growth of assets within a managed
level of risk. At WHV, we are committed to meeting
each client’s objectives based on short- or long-term
considerations, requirements for growth or income
and a sensitivity to tax implications where applicable.
Our approach to client service emphasizes building
partnerships. A team of professionals, led by a
portfolio manager, supports each client to provide a
high level of personal attention. A dedicated WHV
team member is always available to answer questions
and execute requests.
Our team structure has e nabled us to develop long-
term partnerships with our clients, some of which
have spanned several decades. These relationships
have been built on a foundation of personal
attention, integrity and performance.
Clients Served
WHV offers investment management services to the
following types of investors:
Institutional
WHV has served the needs of institutional investors
since 1945. Our clients include U.S. and foreign
based corporations, public funds, endowments,
foundations, multi-employer pension funds and
health-care plans. A number of these institutional
relationships have been with the firm over several
decades.
Private Wealth
WHV has been committed to meeting the unique
investment needs of high net worth individuals
and families since 1937. Qualified investors can
choose from a variety of equity and balanced
strategies to build or enhance their investment
portfolio. We collaborate directly with our clients
and their financial advisors, in order to provide
innovative solutions in line with their specific needs.
Families over two and three generations continue
to retain WHV’s investment management services
as a testament to the strength of service and their
relationship with the firm.
Brokers and Financial Advisors
WHV has partnered with financial advisors since
1989. We currently offer a diverse array of carefully
selected products for financial advisors and their
clients in a variety of SMA, UMA, dual contract and
mutual fund programs. The firm has a dedicated
broker sponsored team which shares the common
goal with advisors of helping their clients achieve
financial success.
Mutual Funds
WHV has offered open-end mutual funds for retail
and institutional investors developed from the firm’s
separately managed account strategies since 2008.
At WHV Investment Management, we offer stability, integrity and expertise.
Providing Excellence in Investment Management Since 1937
International Equity
Global Equity
Domestic Small Cap Equity
Domestic Micro Cap Equity
Emerging Markets Equity
Select World Equity
International Small Cap Equity
Domestic Large Cap Core Equity
WHV Investment Strategies