Westwood Holdings Group, Inc. is a publicly traded investment management firm specializing in equity and fixed-income strategies for institutional and individual clients. Headquartered in Oklahoma City, Oklahoma, the company offers a diversified suite of investment products, including separately managed accounts, mutual funds, sub-advisory solutions and wrap fee programs. Westwood’s disciplined, research-driven approach emphasizes fundamental analysis and a long-term perspective in constructing portfolios designed to meet a range of risk and return objectives.
The firm’s core investment capabilities span domestic large-cap, small-cap and global equity strategies, alongside a broad array of taxable and tax-exempt fixed-income offerings. Westwood’s seasoned portfolio managers draw on a collaborative research platform to identify valuation inefficiencies and capitalize on market opportunities. In addition to traditional equity and bond mandates, the company provides alternative asset solutions, including multi-asset allocations and customized strategies tailored to specific client requirements.
Founded in 1983, Westwood Holdings Group completed its initial public offering in July 2013, marking a milestone in its evolution from a privately held boutique investment adviser to a publicly traded asset manager. Over the years, the firm has expanded its global footprint, serving clients across North America, Europe and Asia. Key offices in Edinburgh, Scotland, and in major U.S. financial centers support its global research capabilities and client service infrastructure.
Westwood is governed by an independent board of directors and led by a senior management team with decades of experience in investment management, corporate governance and strategic growth. The firm’s leadership emphasizes a culture of accountability, transparency and alignment of interests, ensuring that investment decisions remain focused on delivering long-term value and preserving client trust.
AI Generated. May Contain Errors.
Free WHG Stock Alerts