Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q4 2014 Earnings Presentation
6 slides from Westwood's earnings presentation, Feb 4, 2015
Slide 1: Fourth Quarter 2014 Conference Call
Westwood Holdings Group, Inc. Fourth Quarter 2014 Conference Call February 4, 2015
Slide 2: Fourth Quarter & Full Year 2014 Review
Fourth Quarter & Full Year 2014 Review Sequential Quarters Year over Year Fiscal Year $19.8 $20.3 $20.3 $18.9 AUM (1) ($ in billions) 3Q14 4Q14 4Q13 4Q14 $28.3 $113.2 $28.1 $28.3 $25.3 $91.8 Total Revenues (2) ($ in millions) 3Q14 4Q14 4Q13 4Q14 2013 2014 $8.9 $9.5 $42.0 $10.6 $9.5 $28.2 Pretax Inco
Slide 3: Growth in Assets Under Management
Growth in Assets Under Management Five-Year AUM Growth vs. S&P 500 $20.3 Billion AUM at 12/31/14 $12.5B $12.5 AUM ($ billions) $10.0 $7.5 $5.0 WHG AUM S&P 500 $2.5 225 Institutional $0.0 Dec-09 Dec-10 Dec-11 Dec-12 Dec-13 Dec-14 Values Indexed to 100 at Dec 31, 2009 $5.0 $4.1B AUM ($ billions) 150 $
Slide 4: Financial Trends
Financial Trends Annual Asset-based Advisory & Trust Fee Revenue (1) - Historical +23% Fees($ millions) $109.0 $88.4 $67.7 $72.9 $54.2 2010 2011 2012 2013 2014 Earnings and Dividends (2) Per Share - Historical +49% +11% $3.45 $2.32 $1.96 $1.82 $1.49 $1.65 $1.42 $1.65 $1.51 $1.64 2010 2011 2012 2013
Slide 5: Shareholder Value Creation
Shareholder Value Creation WHG vs. S&P 500 Market Capitalization Annual Dividends (1) 800 $14 WHG Quarterly Dividends S&P 500 700 Special Dividends $12 600 $10 500 Indexed to 100 at 7/31/02 $8 400 $6 300 $4 200 100 $2 - $0 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2002 2003 20
Slide 6: Safe Harbor Statement
Safe Harbor Statement This presentation may include statements that are not purely historical facts, including, without limitation, statements about our expected future financial position, results of operations or cash flows, as well as other statements including, without limitation, words such as “
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