Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q1 2015 Earnings Presentation
6 slides from Westwood's earnings presentation, Apr 29, 2015
Slide 1: Westwood Holdings Group, Inc. First Quarter 2015 Conference Call
Westwood Holdings Group, Inc. First Quarter 2015 Conference Call April 29, 2015
Slide 2: First Quarter 2015 Review
First Quarter 2015 Review Sequential Quarters Year over Year $20.3 $21.7 $21.7 (1) $19.1 AUM ($ in billions) 4Q14 1Q15 1Q14 1Q15 $29.6 $29.6 $28.3 $25.9 Total Revenues (2) ($ in millions) 4Q14 1Q15 1Q14 1Q15 $8.6 $8.4 $9.5 $8.4 Pretax Income (3) ($ in millions) 4Q14 1Q15 1Q14 1Q15 $0.77 $0.71 $0.72
Slide 3: Growth in Assets Under Management
Growth in Assets Under Management Five-Year AUM Growth vs. S&P 500 $21.7 Billion AUM at 03/31/15 $13.5B $13.5 AUM ($ billions) $11.3 $9.0 $6.8 $4.5 225 WHG AUM S&P 500 $2.3 $0.0 Institutional Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Values Indexed to 100 at Mar 31, 2010 $5.0 $4.0B 150 AUM ($ billio
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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