Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm offering a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries.
1983
Publicly traded on the New York Stock Exchange under the symbol "WHG".
Emphasis on downside protection and managing risk while pursuing alpha.
Dallas, Tx, United States
About
Mission
Investing in undervalued, high-quality businesses can yield a return premium, leading to lower absolute downside risk and superior risk-adjusted returns.
Values
Teamwork, excellence, integrity, cooperation, adaptability, and alignment of employee and client interests.
Participant Demographics
Institutional investors, private wealth clients, and financial intermediaries.
Track Record
Team Experience
Senior research analysts average 18 years of experience.
Project Track Record
Investments in U.S. Value Equity, Energy & Real Assets, and Tactical Absolute Return strategies.
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Dallas, Tx, United States
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