Westwood Holdings Group Inc · NYSE:WHG
Westwood — Q1 2014 Earnings Presentation
6 slides from Westwood's earnings presentation, Apr 17, 2014
Slide 1: First Quarter 2014 Conference Call
Westwood Holdings Group, Inc. First Quarter 2014 Conference Call April 17, 2014
Slide 2: 1Q14 Review
1Q14 Review Sequential Quarters Year over Year $19.1 $18.9 $19.1 $15.3 AUM(1) ($ in billions) 4Q13 1Q14 1Q13 1Q14 $25.3 $25.9 $25.9 $20.1 Total Revenues ($ in millions) 4Q13 1Q14 1Q13 1Q14 $8.9 $9.1 $8.9 Pretax Income $4.7 ($ in millions) 4Q13 1Q14 1Q13 1Q14 $0.76 $0.75 $0.75 GAAP EPS $0.38 (Diluted
Slide 3: Growth in Assets Under Management
Growth in Assets Under Management Five-Year AUM Growth vs. S&P 500 $19.1 Billion AUM at 3/31/14 $12.5 $10.0 AUM ($ billions) 300 WHG AUM S&P 500 $7.5 $5.0 250 Values Indexed to 100 at Mar 31, 2009 $2.5 Institutional $0.0 200 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 $4.5 150 $4.0 AUM ($ billions) $3
Slide 4: Financial Trends
Financial Trends Annual Asset-based Fees Annual ($ millions) Dividend & EPS $100 Annual Fee Revenue (1) $2.60 Earnings and Dividends $2.40 $90 $2.20 $80 $2.00 $70 $1.80 $1.60 $60 $1.40 $50 $1.20 $40 $1.00 $30 $0.80 $0.60 $20 $0.40 $10 $0.20 $0 $0.00 2009 2010 2011 2012 2013 2009 2010 2011 2012 2013
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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