Associated tags: Table, Video game, EPS, GAAP, Financial services, Salient Partners
Locations: CHICAGO, SAN FRANCISCO, ASIA, LONDON, DALLAS, TX, US, WESTWOOD, UNITED STATES, NORTH AMERICA, TEXAS
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
Key Points:
- Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
- Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.
- Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol "WHG."
- Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
Westwood Holdings Group , an investment management boutique and wealth management firm focused on U.S. Value, Multi-Asset, Real Assets, Alternatives and Custom Investment Solutions, announces the addition of Michael Kovacs as a senior solutions portfolio manager on its Managed Investment Solutions Team.
Key Points:
- Westwood Holdings Group , an investment management boutique and wealth management firm focused on U.S. Value, Multi-Asset, Real Assets, Alternatives and Custom Investment Solutions, announces the addition of Michael Kovacs as a senior solutions portfolio manager on its Managed Investment Solutions Team.
- The Managed Investment Solutions capability was added last year to bolster the firm’s ability to provide customized solutions to institutional and wealth investors.
- “Michael Kovacs brings a wealth of experience in using technology to enhance investment strategies and operational efficiency,” said Brian O. Casey, CEO of Westwood Holdings Group.
- Mr. Kovacs will report directly to the Head of the Managed Investment Solutions Team, Greg Behar.
DALLAS, April 09, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST).
Key Points:
- DALLAS, April 09, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group (WHG), a publicly-traded investment management boutique and wealth management firm, today launched the Westwood Salient Enhanced Midstream Income ETF (NYSE: MDST).
- The fund is the first Westwood Exchange-Traded Fund (ETF) .
- The ETF combines a high conviction, actively managed, energy-focused equity portfolio with an options overlay designed to produce enhanced income distributions for investors.
- Westwood is not aware of comparable ETFs in the Midstream sector.
Retrieved on:
Thursday, February 22, 2024
DALLAS, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group , an investment management boutique and wealth management firm, announced today that founder Susan M. Byrne will become a Director Emerita of the Company’s Board of Directors (the “Board”) on May 1, 2024.
Key Points:
- DALLAS, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group , an investment management boutique and wealth management firm, announced today that founder Susan M. Byrne will become a Director Emerita of the Company’s Board of Directors (the “Board”) on May 1, 2024.
- As Director Emerita, Ms. Byrne may participate in meetings but will not be a voting member of the Board.
- “All those who know and have worked with Susan understand the deep impact her dedication, diligence and integrity has had.
- I speak for all of Westwood when I offer my deep gratitude for her extended service to Westwood and its shareholders.
Retrieved on:
Wednesday, February 14, 2024
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Video game DALLAS, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported fourth quarter earnings. Significant items include:
Key Points:
- DALLAS, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported fourth quarter earnings.
- Comprehensive income of $2.6 million compared with $3.4 million in the third quarter and a net loss of $3.1 million in the fourth quarter of 2022.
- Non-GAAP Economic Earnings of $5.2 million for the quarter compared with $6.3 million in the third quarter and a loss of $0.7 million in the fourth quarter of 2022.
- Westwood will host a conference call to discuss fourth quarter and fiscal year 2023 results and other business matters at 4:30 p.m. Eastern time today.
Retrieved on:
Wednesday, January 31, 2024
Westwood Holdings Group, Inc. is an investment management boutique and wealth management firm.
Key Points:
- Westwood Holdings Group, Inc. is an investment management boutique and wealth management firm.
- Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries.
- The firm specializes in several distinct investment capabilities including U.S. Value Equity, Multi-Asset, Tactical Absolute Return, Energy & Real Assets and Income Alternatives.
- Westwood’s strategies are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles.
Retrieved on:
Tuesday, October 31, 2023
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Platinum DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported third quarter 2023 earnings. Significant items included:
Key Points:
- DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported third quarter 2023 earnings.
- Non-GAAP Economic Earnings of $6.3 million compared with the second quarter's $5.7 million and $0.8 million in the third quarter of 2022.
- Westwood held $48.5 million in cash and short-term investments as of September 30, 2023, up $10.4 million from the second quarter.
- Westwood will host a conference call to discuss third quarter 2023 results and other business matters at 4:30 p.m. Eastern time today.
Retrieved on:
Tuesday, October 31, 2023
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Economics DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group , an investment management boutique and wealth management firm focused on value and multi-asset strategies, is proud to announce the addition of a cutting-edge Managed Investment Solutions team, bolstering the firm’s ability to provide customized solutions to institutional and wealth investors.
Key Points:
- DALLAS, Oct. 31, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group , an investment management boutique and wealth management firm focused on value and multi-asset strategies, is proud to announce the addition of a cutting-edge Managed Investment Solutions team, bolstering the firm’s ability to provide customized solutions to institutional and wealth investors.
- Westwood’s new Managed Investment Solutions team, based in Chicago, will focus on tailoring investment solutions to a diverse array of individual institutional risk/reward tolerances and investment approaches.
- Greg Behar, Drew Miyawaki and Shaun Murphy boast an average of 25 years of institutional investment experience and come to Westwood with a proven track record of successfully providing diverse institutional clients with bespoke investment solutions.
- Greg most recently served as LGIMA’s head of index investment strategy and was responsible for providing investment thought leadership to investors and developing comprehensive investment solutions and insights across the spectrum of index strategies.
Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
Key Points:
- Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.
- Westwood offers high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients and financial intermediaries.
- Strategies are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles.
- Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Houston and San Francisco.
Retrieved on:
Wednesday, August 2, 2023
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Platinum DALLAS, Aug. 02, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported second quarter 2023 earnings. Significant items for the quarter include:
Key Points:
- DALLAS, Aug. 02, 2023 (GLOBE NEWSWIRE) -- Westwood Holdings Group, Inc. (NYSE: WHG) today reported second quarter 2023 earnings.
- Net income of $2.9 million compared with the first quarter's $0.7 million and a net loss of $0.4 million in 2022's second quarter.
- Westwood held $38.1 million in cash and short-term investments as of June 30, 2023, up $5.8 million from the first quarter.
- Westwood will host a conference call to discuss second quarter 2023 results and other business matters at 4:30 p.m. Eastern time today.
