Westwood Holdings Group is a boutique asset and wealth management firm founded in 1983 as a woman-founded company that went public in 2002. The firm manages $18.3 billion in assets through 25 investment professionals across Dallas, Chicago, Houston, and San Francisco offices. Employees and directors hold approximately 33% of company stock, aligning interests across stakeholders. The company maintains a debt-free balance sheet with $34.2 million in cash and demonstrates financial stability through consistent dividend payments. Leadership includes CEO Ben Fulton and CIO Adrian Helfert, with John Ehinger as Chief Compliance Officer.

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Westwood's investment philosophy centers on identifying companies at the intersection of quality and value, focusing on undervalued, high-quality businesses with sustainable competitive advantages to generate superior risk-adjusted returns. The firm emphasizes downside risk management by prioritizing worst-case scenarios before considering upside potential. Their approach analyzes return on invested capital (ROIC) and cash flow generation as better methods to value intellectual capital. The company has built its corporate culture around Coach John Wooden's Pyramid of Success™, guiding their values and decision-making. High active share is an intentional output to express their best ideas at the quality-value intersection.

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