Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q2 2014 Earnings Presentation
6 slides from Westwood's earnings presentation, Jul 30, 2014
Slide 1: Westwood Holdings Group, Inc. Second Quarter 2014 Conference Call
Westwood Holdings Group, Inc. Second Quarter 2014 Conference Call July 30, 2014
Slide 2: 2Q14 Review
2Q14 Review Sequential Quarters Year over Year $19.1 $20.1 $20.1 $15.8 AUM(1) ($ in billions) 1Q14 2Q14 2Q13 2Q14 $30.9 $30.9 $25.9 $23.5 Total Revenues ($ in millions) 1Q14 2Q14 2Q13 2Q14 $13.7 $13.7 $8.9 $7.7 Pretax Income ($ in millions) 1Q14 2Q14 2Q13 2Q14 $1.14 $1.14 $0.75 GAAP EPS $0.65 (Dilut
Slide 3: Growth in Assets Under Management
Growth in Assets Under Management Five-Year AUM Growth vs. S&P 500 $20.1 Billion AUM at 6/30/14 $13.5 300 WHG AUM S&P 500 $11.3 AUM ($ billions) $9.0 $6.8 250 $4.5 Values Indexed to 100 at Jun 30, 2009 $2.3 Institutional 200 $0.0 Jun-09 Jun-10 Jun-11 Jun-12 Jun-13 Jun-14 $4.5 150 $4.0 AUM ($ billion
Slide 4: Financial Trends
Financial Trends Fee Revenue(1) – Calendar Years Fee Revenue(1) – Year To Date Asset-based Advisory & Trust Fees +29% ($millions) $88.4 $52.7 $67.7 $72.9 $40.8 $54.2 $42.1 2009 2010 2011 2012 2013 1H 2013 1H 2014 Earnings and Dividends – Calendar Years Earnings and Dividends – Year to Date +83% $2.3
Slide 5: Shareholder Value Creation
Shareholder Value Creation WHG vs. S&P 500 Market Capitalization Annual Dividends (1) 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
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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