Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q1 2023 Earnings Presentation
17 slides from Westwood's earnings presentation, 2023
Slide 1: Westwood Holdings Group, Inc. Investor Relations Presentation
Westwood Holdings Group, Inc. Investor Relations Presentation High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com
Slide 2: Overview
Westwood Overview Investing Where It Counts
Slide 3: Firm Overview
Westwood | Delivering on Our Vision Investment Management Firm Overview Westwood is a focused investment management boutique and wealth Wealth Management management firm, offering a broad array of investment solutions to institutional investors and financial intermediaries Core Investment Investment
Slide 4: High-Conviction Equity and Solutions
Westwood | High-Conviction Equity and Solutions • LargeCap Value • SmallCap Value Institutional Separate U.S. Equity • MidCap Value • AllCap Value Accounts • SMidCap Value • SmallCap Growth Mutual Funds • Income Opportunity • High Income • Total Return Multi-Asset • Credit Opportunities • Tactical A
Slide 5: Product and Channel Diversification
Westwood | Product and Channel Diversification Strategy Assets by Institutional Breakdown Account Type Client Type 49% 31% 20% 47% 25% 28% 48% 27% 17% U.S. Value Multi-Asset/ Wealth Institutional Wealth Westwood Public Funds Sub-Advisory Corporate Equity Multi-Strategy Separate Management Mutual Fun
Slide 6: Culture and Commitment to Diversity
Westwood | Culture and Commitment to Diversity 33% 40 Values-Based ESG AUM of of our corporate board $914 Celebrating 40 years as a are women Million as of 12.31.22 female-founded company 43% In 2022, Westwood supported ~44% more than 25 of our employees are women 33% of our new team members came fr
Slide 7: Wealth Management Ecosystem
Wealth Management | Ecosystem Financial Planning Estate Private Planning Bank & Trust Services* Services Alternative Investments Investment (PE) Management *Banking services are provided through Vista Bank. 7 Investing Where It Counts
Slide 8: Investing Where It Counts
8 Investing Where It Counts
Slide 9: Financial Highlights: 1Q 2023
Financial | Highlights 1Q 2023 Highlights $22.7M Revenues $0.7M Net Income2 $16.2B Assets Under -$0.1B Net Flows Management1 1 March 31, 2023 AUM consisted of AUM of $15.0 B and AUA of $1.2 B. 2 Includes the impact of pre-tax acquisition-related expenses of $0.2 M. 9 Investing Where It Counts
Slide 10: Investing Where It Counts
10 Investing Where It Counts
Slide 11: Salient & Broadmark Integration Update
Salient & Broadmark Integration | Update April 2023: Integration with Salient and Broadmark teams continues. Sales Team Integration -Intermediary sales team is becoming well integrated and cross-training on legacy Westwood, Salient & Broadmark strategies -Actively working to raise awareness of broad
Slide 12: Investing Where It Counts
12 Investing Where It Counts
Slide 13: Technology: Modern, Scalable and Digital
Technology | Modern, Scalable and Digital Ongoing investments in technology InvestCloud Mobile Integration AI Guided Investing Dakota Marketplace The backbone of our Anytime, anywhere Financial Search Engine All-in-one database to integrated system – account access, secure Secured Key Words: help wi
Slide 14: Mutual Fund Disclaimer
Mutual Fund | Disclaimer U.S. Equity and Multi-Asset Funds (I-Shares) Name Symbol Westwood Quality Value Fund WHGLX Westwood Quality MidCap Fund WWMCX Westwood Quality SMidCap Fund WHGMX Westwood Quality SmallCap Fund WHGSX To determine if a mutual fund is an appropriate investment for you, carefull
Slide 15: Reconciliation of Net Income to Economic Earnings
Reconciliation of Net Income to Economic Earnings We are providing a performance measure that we refer to as Economic Earnings. Both our management and Board of Directors review Economic Earnings to evaluate our ongoing performance, allocate resources and determine our dividend policy. We also belie
Slide 16: Forward-Looking Statements
Westwood | Forward-Looking Statements Statements in this presentation that are not purely historical facts, including, without limitation, statements about our expected future financial position, preliminary estimates, results of operations or cash flows, as well as other statements including, witho
Slide 17: Westwood contact details
200 Crescent Court, Suite 1200, Dallas, Texas 75201 T. 214.756.6900 westwoodgroup.com
Westwood Holdings Group — Q1 2023 Earnings Presentation on 6ix