• Why an Allocation Fund Likes Energy and Real Estate Stocks
    Real Estate

    Why an Allocation Fund Likes Energy and Real Estate Stocks

    In volatile markets, making quick decisions is critical to protect a portfolio’s returns—and, in turn, clients’ money. That is a skill fund manager Adrian Helfert takes pride in. His time as a medic in the first Gulf War in the 1990s helped him learn to make tough calls in his current career and to avoid “analysis paralysis.” “At 18, I was tasked with being the person making good decisions quickly and leading quickly…when things go awry,” he recalls. “That has guided how I operate as an investor now.” Helfert, now 49, manages Westwood Income Opportunity (ticker: WWIAX), a $694 million, four-star-rated Morningstar allocation fund that can invest across stocks and…

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