Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q4 2013 Earnings Presentation
6 slides from Westwood's earnings presentation, Feb 6, 2014
Slide 1: Westwood Holdings Group, Inc. Fourth Quarter 2013 Conference Call
Westwood Holdings Group, Inc. Fourth Quarter 2013 Conference Call February 6, 2014
Slide 2: 4Q13 & Full Year Review
4Q13 & Full Year Review Quarter over Quarter Year over Year $18.9 $18.9 $14.2 (1) AUM $17.1 ($ in billions) 3Q13 4Q13 2012 2013 $25.3 $91.8 Total Revenues $23.0 ($ in millions) $77.5 3Q13 4Q13 2012 2013 $9.1 $28.3 $6.8 $20.0 Pretax Income ($ in millions) 3Q13 4Q13 2012 2013 $2.34 $0.76 $0.57 $1.65 G
Slide 3: Growth in Assets Under Management
Growth in Assets Under Management Five-Year AUM Growth vs. S&P 500 $18.9 Billion AUM at 12/31/13 $12.5 AUM ($ billions) 250 $10.0 WHG AUM S&P 500 $7.5 $5.0 200 Values Indexed to 100 at Dec 31, 2008 $2.5 Institutional $0.0 Dec-08 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13 150 $4.5 $4.0 AUM ($ billions) $3.5
Slide 4: Financial Trends
Financial Trends Annual Asset-based Fees Annual ($ millions) Dividend & EPS $100.0 Annual Fee Revenue (1) $2.60 Earnings and Dividends $2.40 $90.0 $2.20 $80.0 $2.00 $70.0 $1.80 $1.60 $60.0 $1.40 $50.0 $1.20 $40.0 $1.00 $30.0 $0.80 $0.60 $20.0 $0.40 $10.0 $0.20 $0.0 $0.00 2009 2010 2011 2012 2013 200
Slide 5: Shareholder Value Creation
Shareholder Value Creation WHG vs. S&P 500 Market Capitalization Annual Dividends 700 $14 600 $12 WHG Special Dividends S&P Quarterly Dividends 500 $10 Indexed to 100 at 7/31/02 400 $8 300 $6 200 $4 100 $2 - $0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2002 2003 2004 2005 2006 2007
Slide 6: Safe Harbor Statement
Safe Harbor Statement This presentation includes statements that are not purely historical facts, including statements about our expected future financial position, results of operations or cash flows, as well as other statements including words such as “anticipate,” “believe,” “plan,” “estimate,” “
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