Investor Presentaiton
Westwood | Firm Overview
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Our mission is to exceed client expectations through
exceptional performance and ethical conduct.
Multi-Investment Team Structure
U.S. Value
Global and Emerging Markets Equity
Global Convertible Securities
Deep, Experienced Investment Staff
Over 50 investment professionals
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Institutional
Mutual Funds
Private Wealth
Employee Ownership Culture
Employees and directors own equity,
totaling 26%; no employee owns more
than 5%
Thoughtful Growth Strategy
Estimated capacity of $80B+ across all
strategies
Manage capacity to deliver alpha
Overview
Founded 1983
AUM $21.3B
Employees 177
Publicly Listed | NYSE: WHG
1 Westwood Management Corp. was founded and registered with the SEC in April 1983. Its parent company, Westwood Holdings Group, Inc., was launched as a public
company in 2002, trading on the New York Stock Exchange under the symbol WHG. Except as otherwise noted, all references to or information about the "firm" or
"Westwood" throughout this presentation describe Westwood Holdings Group, Inc. and its wholly owned subsidiaries, which include Westwood Management Corp.,
Westwood Trust, Westwood Advisors, LLC, and Westwood International Advisors Inc.
2 Selection criteria based 40% on corporate application and 60% on anonymous employee questionnaires within the "100-499 employees" category. Ranked 3 out of 5
and awarded on December 14, 2015.
3 As of March 7, 2016
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Investing Where It Counts
BEST
PLACES
TO WORK
IN MONEY MANAGEMENT
✰✰ 2015✰✰
Pensions&Investments
2
As of September 30, 2016
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