A Focused Investment Management Boutique and Wealth Management Firm
Firm AUM
Deep and Experienced Team
Dallas, Chicago, Houston and San Francisco
Westwood Management Corp was founded in 1983 as an SEC Registered Investment Advisor.
Since 2002, Westwood Holdings Group, Inc. has been a publicly traded company.
We embrace a client-centric approach in everything we do. We have built a distinct corporate culture around renowned basketball Coach John Wooden’s Pyramid of SuccessTM, which is a sustainable roadmap for each individual becoming a better person and for team excellence. The Pyramid of Success guides our values, ethical standards and decision-making processes. More importantly, it distinguishes us from our competition. The Pyramid of Success has fundamentally shaped Westwood, helping ensure we stay true to our investment philosophy and our client commitment of investing in high quality companies with an objective of downside protection. We believe this is what has led to our clients’ long-term success in both growing their portfolios and navigating turbulent market conditions.
Owners act differently than employees, so we encourage employees to become owners. Eighty-eight percent of employees are shareholders; employees and directors hold approximately 28%* of Westwood stock. This approach aligns the interests of our employees, clients and shareholders. As a team, Westwood employees are genuinely focused on finding ways to help one another.
*As of March 1, 2023We understand the importance of providing an unmatched client experience and extraordinary service to our clients. Collaborating across the organization with a focus on clients is how we’ve helped clients weather some of the most challenging markets in history. We believe it is the reason we are able to continue to provide competitive investment returns, excellent client service and value to our shareholders. The key to this is collaboration across our teams for the benefit of our clients.
We have a long history of community engagement and contributing to build a more sustainable future. We are committed to our socially responsible approach. We follow a sustainable investment commitment, which is linked to our investment process across our high-conviction equity and outcome-oriented solutions. Sustainability is directly linked to the bottom-up, fundamental assessment of companies and has always been an input to our investment analysis. Our efforts are not only outward facing—we also invest considerable resources to create a healthy and happy workplace for our employees.
The only constant is change. For nearly 40 years, Westwood has adapted, grown and navigated new territory. We had begun a technological transformation, so when the COVID pandemic hit, we were able to shift to a largely-remote environment seamlessly. We have weathered changing market conditions including the Great Recession, shifts to passive investing, demographic changes and more, by relying on our flexible nature and ability to adapt. Now more than ever, we feel prepared to navigate the changes that inevitably arise.
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds® family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
