Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q3 2014 Earnings Presentation
6 slides from Westwood's earnings presentation, Oct 23, 2014
Slide 1: Westwood Holdings Group, Inc. Third Quarter 2014 Conference Call
Westwood Holdings Group, Inc. Third Quarter 2014 Conference Call October 23, 2014
Slide 2: Third Quarter 2014 Review
Third Quarter 2014 Review Sequential Quarters Year over Year Year to Date $20.1 $19.8 $19.8 $17.1 AUM(1) ($ in billions) 2Q14 3Q14 3Q13 3Q14 $30.9 (2) $28.1 $85.0 $28.1 $66.6 $23.0 Total Revenues ($ in millions) 2Q14 3Q14 3Q13 3Q14 2013 2014 $13.4 $10.6 $32.6 $10.6 $6.7 $19.3 Pretax Income ($ in mil
Slide 3: Growth in Assets Under Management
Growth in Assets Under Management Five-Year AUM Growth vs. S&P 500 $19.8 Billion AUM at 9/30/14 $12.32B $13.5 AUM ($ billions) $11.3 WHG AUM S&P 500 $9.0 250 $6.8 $4.5 Values Indexed to 100 at Sep 30, 2009 200 $2.3 $0.0 Institutional Sep-09 Sep-10 Sep-11 Sep-12 Sep-13 Sep-14 150 $5.0 $4.04B AUM ($ b
Slide 4: Financial Trends
Financial Trends Fee Revenue(1) – Historical Fee Revenue (1) - Year To Date Asset-based Advisory & Trust Fees +27% ($millions) $88.4 $80.8 $67.7 $72.9 $63.5 $54.2 $42.1 2009 2010 2011 2012 2013 YTD 2013 YTD 2014 Earnings and Dividends Per Share - Historical Earnings and Dividends Per Share – Year to
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 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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