Westwood Holdings Group Inc · NYSE:WHG
Westwood — Investor Presentation (May 2024)
15 slides from Westwood's investor presentation, May 2024
Slide 1: Investor Relations Presentation
Investor Relations Presentation Westwood Holdings Group, Inc. High-Conviction Investing | Outcome-Oriented Solutions westwoodgroup.com
Slide 2: Westwood Overview
Westwood Overview 2 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 Approach
Slide 4: High-Conviction Equity and Solutions
Westwood | High-Conviction Equity and Solutions • LargeCap Value • SmallCap Value Institutional Institutional Separate Separate Accounts U.S. Equity • MidCap Value • AllCap Value Accounts • SMidCap Value Mutual Funds Mutual / ETFs Funds • Income Opportunity • Multi – Asset Income • Capital Appreciat
Slide 5: Product and Channel Diversification
Westwood | Product and Channel Diversification Strategy Assets by Institutional Breakdown Account Type Client Type 51% 27% 22% 48% 26% 26% 45% 30% 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% 41 Values-based ESG AUM of of our corporate board $1,031 Celebrating 41 years as a are women million as of 12.31.23 female-founded company 43% In 2023, Westwood supported ~34% more than 65 of our employees are women 33% of our new team members came
Slide 7: Wealth Management Ecosystem
Wealth Management | Ecosystem Financial Planning Estate Private Planning Bank & Trust Services* Services Alternative Investments Investment (PE) Management 7 Investing Where It Counts
Slide 8: Investing Where It Counts
8 Investing Where It Counts
Slide 9: 1Q 2024 Financial Highlights
Financial | Highlights 1Q 2024 Highlights $22.7M Revenues $2.2M Net Income $17.2B Assets Under -$0.2B Net Flows Management1 1 March 31, 2024 AUM consisted of AUM of $16.2 B and AUA of $1.0 B. 9 Investing Where It Counts
Slide 10: Investing Where It Counts
10 Investing Where It Counts
Slide 11: Technology: Modern, Scalable and Digital
Technology | Modern, Scalable and Digital Ongoing investments in technology Mobile AI Lead Dakota InvestCloud Integration Generation Marketplace The backbone of our Anytime, anywhere Financial Search Comprehensive integrated system – account access, Engine Secured l Institutional seamlessly deliveri
Slide 12: Mutual Fund and ETF Disclaimer
Mutual Fund and ETF | Disclaimer U.S. Equity and Multi-Asset Funds To determine if a mutual fund is an appropriate investment for (I-Shares and ETFs) you, carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and Mutual Fund Name Symbol other
Slide 13: Reconciliation of Comprehensive Income to Economic Earnings
Reconciliation of Comprehensive Income Attributable to Westwood Holdings Group, Inc. 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 re
Slide 14: 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 15: Westwood Holdings Group, Inc.
WESTWOOD HOLDINGS GROUP, INC. 200 Crescent Court, Suite 1200, Dallas, Texas 75201 T. 214.756.6900 westwoodgroup.com
Westwood Holdings Group — Investor Presentation (May 2024) on 6ix