Westwood Holdings Group, Inc. provides investment management services to institutional investors, private wealth clients and financial intermediaries.
The firm has $20.8 billion in assets under management, of which $3.5 billion are in values-based and socially responsible investment mandates as of September 30, 2018. Westwood offers a range of investment strategies including U.S. equities, Multi-Asset, Global and Emerging Markets equities, Global Convertible securities and Master Limited Partnerships (MLPs) portfolios. Access to these strategies is available through separate accounts, the Westwood Funds® family of mutual funds, UCITS 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 Toronto, Boston and Houston.
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