Westwood Holdings Group

Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The firm operates through the following segments: Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

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Westwood Holdings Group reports solid Q2 performance amidst market challenges

Westwood Holdings Group's Q2 2024 performance showcased strength in investment strategies and financial stability with a debt-free balance sheet. Despite challenges like net outflows and market uncertainties, the company's focus on innovation and expansion in ETF business presents growth opportunities.
The emphasis on securing new mandates, successful ETF launches, and potential synergies from the Texas Stock Exchange investment underlines the company's commitment to long-term growth and diversification.

Westwood Holdings Group reports growth in assets and strategic partnerships

Westwood Holdings Group demonstrated solid performance with increased assets under management and successful product launches.
While facing challenges in certain channels, the company has opportunities for growth through client acquisitions and product innovation.
Overall, the company's strategic initiatives and market alignment position it well for future success and client engagement.
Balancing strengths, challenges, and opportunities will be key for Westwood Holdings Group to navigate market dynamics and sustain growth.

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Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

DALLAS, May 03, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) announced that on May 2, 2021, its Board of Directors (“Board”) adopted a limited-duration Shareholder Rights Agreement (the “Rights Agreement”) and declared a distribution of one right for each outstanding share of common stock. The Rights Agreement is effective immediately and will expire on May 1, 2022 or earlier, as provided in the Rights Agreement.

Westwood Holdings Group, Inc. Adopts Limited-Duration Shareholder Rights Agreement

DALLAS, May 03, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) announced today that its Board of Directors has appointed Randy Bowman as a new director for both Westwood Holdings Group, Inc. and Westwood Trust. Raymond E. Wooldridge, who has served as a director since Westwood went public in 2001, does not intend to run for re-election at next year's 2022 annual meeting. Mr. Wooldridge is looking forward to sharing his experience during this time of transition.

Westwood Holdings Group, Inc. Names Randy Bowman to its Board of Directors

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q1 2021 Results - Earnings Call Transcript

Westwood Holdings Group, Inc. Reports First Quarter 2021 Results

DALLAS, April 21, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its first quarter 2021 earnings after the close of the New York Stock Exchange on Wednesday, April 28, 2021. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Holdings Group, Inc. to Host First Quarter 2021 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q4 2020 Results - Earnings Call Transcript

Earnings improving and balance sheet remains strong

Westwood Holdings Group, Inc. Reports Fourth Quarter and Fiscal Year 2020 Results

DALLAS, Jan. 14, 2021 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its fourth quarter 2020 earnings after the close of the New York Stock Exchange on Wednesday, February 10, 2021. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Holdings Group, Inc. to Host Fourth Quarter and Fiscal Year 2020 Conference Call/Webcast

DALLAS, Dec. 21, 2020 (GLOBE NEWSWIRE) -- Westwood Holdings Group is pleased to provide an update on the continuing evolution of its Multi-Asset team. Adrian Helfert, SVP – Multi-Asset, joined Westwood in January 2019 from Amundi Asset Management and has overseen the buildout of the Multi-Asset team that manages Westwood's flagship Income Opportunity strategy along with Total Return, High Income and Alternative Income, as well as Credit Opportunities and other dedicated fixed income strategies. In addition to Mr. Helfert, the Multi-Asset team now consists of Scott Barnard, Fixed Income Portfolio Manager, who joined Westwood in July 2020 and adds generalist fixed income expertise; Hussein Adatia, Research Analyst and Portfolio Manager, who joined Westwood in January 2019 and brings deep credit and multi-asset expertise; Seth Gold, Analyst and Assistant Portfolio Manager, who joined Westwood in July 2015 and provides research and market insight on convertible securities; and Payton DeLong, Quantitative Analyst, who joined Westwood in July 2019 and brings a quantitative modeling and data analytics skill set to the team. Effective immediately, Mr. Barnard, who previously worked with Mr. Helfert for 12 years at Amundi, has been added to the portfolio team of the Westwood Income Opportunity Fund; Mr. Gold has been added to the portfolio team of the Westwood Alternative Income Fund; and Mr. Barnard and Mr. Adatia have been added to the portfolio team of the Westwood High Income Fund. We expect to continue to strengthen the Multi-Asset team over time with additional hires that broaden the team's capabilities. The Multi-Asset team continues to receive support from Westwood's U.S. Value Equity research platform. 

Westwood Holdings Group, Inc. Provides Update on Multi-Asset Team Buildout

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q3 2020 Results - Earnings Call Transcript

Strong investment performance across multiple strategies

Westwood Holdings Group, Inc. Reports Third Quarter 2020 Results

DALLAS, Oct. 15, 2020 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE:WHG) will release its third quarter 2020 earnings after the close of the New York Stock Exchange on Wednesday, October 28, 2020. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Holdings Group, Inc. to Host Third Quarter 2020 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q2 2020 Results - Earnings Call Transcript

  Westwood SmallCap Fund Introduces Y Share Class  Westwood SmidCap Fund Introduces Ultra Share Class  Trading outsourced to improve client experience and internal operational efficiency

Westwood Holdings Group, Inc. Reports Second Quarter 2020 Results

DALLAS, July  16, 2020  (GLOBE NEWSWIRE) --  Westwood Holdings Group, Inc. (NYSE:WHG) will release its second quarter 2020 earnings after the close of the New York Stock Exchange on Wednesday, July 29, 2020. Following the release, the Company will host a live audio webcast and conference call at 4:30 pm Eastern Time (3:30 pm Central Time).

Westwood Holdings Group, Inc. to Host Second Quarter 2020 Conference Call/Webcast

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q1 2020 Results - Earnings Call Transcript

DALLAS, March  04, 2020  (GLOBE NEWSWIRE) --  Westwood Holdings Group, Inc.  (NYSE: WHG), a focused investment management boutique offering high-conviction equity and outcome-oriented solutions, announces today, that Westwood SmallCap mutual fund – A Class (WHGAX) has been added to the Q1 2020 Schwab Mutual Fund OneSource Select List. Schwab’s Mutual Fund OneSource Select List is comprised of funds available without a load or transaction fee through the Schwab Mutual Fund OneSource® service that offer the best combination of factors such as performance, risk and expense. Charles Schwab Investment Advisory, Inc. (CSIA) conducts extensive research on the full range of actively managed funds available through Schwab’s Mutual Fund OneSource service.

Westwood SmallCap Value Fund Added to Schwab’s Q1 2020 Mutual Fund OneSource Select List®

Westwood Holdings Group Inc. (WHG) CEO Brian Casey on Q4 2019 Results - Earnings Call Transcript

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DALLAS, Nov.  07, 2019  (GLOBE NEWSWIRE) --  Westwood Holdings Group, Inc.  (NYSE: WHG), a leading investment manager to institutional investors, private wealth clients and financial intermediaries, announces today, in an effort to further innovate and align with investors, the launch of its  Sensible Fees™  pricing model for three mutual funds operating within its newly-formed Multi-Asset franchise, outlined in a new  white paper . The new performance fee structure is available in Westwood’s Alternative Income, High Income and Total Return Funds. Westwood’s Alternative Income Fund will be the first of its kind to incorporate a performance fee in its corresponding Morningstar Market Neutral category.1

Westwood Introduces Innovative Pricing Structure to Solve for Better Alignment with Multi-Asset and Alternative Mutual Fund Investors

Westwood Holdings Group, Inc.'s (WHG) CEO Brian Casey on Q3 2019 Results - Earnings Call Transcript

Westwood’s Goals-Based Sensible Fees framework was developed in alignment with our pension, endowment and foundation clients’ custom target return goals in mind. With this model, Westwood is disaggregating fixed fees for fiduciary services paired with a flexible investment fee when it aligns with a favorable outcome.

Westwood Evolves Sensible Fees™ Platform to include Goals-Based Option

Westwood Holdings Group, Inc. (WHG) CEO Brian Casey on Q2 2019 Results - Earnings Call Transcript

Westwood Holdings Group Inc. (WHG) CEO Brian Casey on Q1 2019 Results - Earnings Call Transcript

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