Mission Statement, Vision, & Core Values of Westwood Holdings Group, Inc. (WHG)

Ever wondered what drives a successful investment firm like Westwood Holdings Group, Inc. (WHG)? How does a company founded in 1983, with $17.6 billion in assets under management and advisement as of 2024, maintain its edge in the competitive financial world?

The answer lies in its clearly defined mission, vision, and core values. But what exactly are these guiding principles, and how do they translate into the company's performance, including the $25.6 million in quarterly revenues reported in the fourth quarter of 2024? Read on to discover the values that shape every decision at Westwood.

Westwood Holdings Group, Inc. (WHG) An Overview of

Westwood Holdings Group, Inc. (WHG), established in 1983, manages investment assets and provides services for corporate clients, public and private pension funds, endowments, foundations, high-net-worth individuals, and financial institutions. The company offers a range of investment strategies, including U.S. value equity, global and international equity, emerging markets equity, and master limited partnerships (MLP) and energy infrastructure. As of April 2025, Westwood manages approximately $14.7 billion in assets.

In 2024, Westwood Holdings Group reported a total revenue of $74.2 million. The firm's assets under management (AUM) stood at $14.7 billion as of December 31, 2024. Net income for 2024 was $2.9 million, or $0.37 per diluted share. The company's financial performance reflects its diverse investment strategies and client base.

Westwood Holdings Group operates in a competitive industry, facing challenges such as market volatility and the need to adapt to changing client preferences. Despite these challenges, the company has demonstrated resilience and an ability to generate value for its clients.

Interested in learning more about Westwood and its journey? Find out more here: Westwood Holdings Group, Inc. (WHG): History, Ownership, Mission, How It Works & Makes Money

Westwood Holdings Group, Inc. (WHG) Mission Statement

Westwood Holdings Group, Inc. (WHG) operates with a mission to improve the lives of its clients and the greater communities it serves. This mission has been central to the company's operations for over four decades, with Environmental, Social, and Governance (ESG) principles consistently integrated into its investment processes and corporate governance.

WHG's mission is supported by several core principles:

• Exceeding Client Expectations: WHG aims to surpass client expectations through outstanding performance and ethical conduct.
• Active Investment Approach: The firm employs an active, fundamental, bottom-up approach, emphasizing the management of downside risk in pursuit of alpha.
• High-Value Investment Strategies: WHG seeks to deliver valuable investment strategies, values-based advice, and exceptional client service.
• Focus on Core Values: Transparency, corporate governance, character-based principles, ethical conduct, diversity, and community involvement are central to WHG's values, culture, and identity.

These principles are further reinforced by WHG's commitment to sustainability and responsible investing. The firm is a signatory of the United Nations Principles for Responsible Investment (UN PRI) and integrates ESG issues into its investment analysis to enhance decision-making and create resilient portfolios.

The company's culture is significantly influenced by Coach John Wooden's Pyramid of Success™, promoting teamwork, excellence, integrity, and prioritizing client and stakeholder interests. This framework guides WHG's values, ethical standards, and decision-making processes, distinguishing it from competitors and ensuring adherence to its investment philosophy.

WHG's dedication extends to community engagement and fostering a sustainable future. The firm embraces a client-centric approach, striving to provide unmatched client experiences and extraordinary service. Collaboration across the organization is key to weathering challenging markets and delivering competitive investment returns, excellent client service, and value to shareholders.

The firm's commitment to diversity is evident, with 41% of its employees being women, many in senior-level positions. This inclusive approach enhances the firm's culture and strengthens its ability to incorporate diverse insights and knowledge into its services and solutions.

In summary, WHG's mission is deeply rooted in improving lives, delivering exceptional value, and maintaining a strong commitment to ethical conduct, sustainability, and community engagement. This holistic approach guides the firm's operations and ensures long-term success for its clients and stakeholders. To gain a deeper understanding of WHG's financial stability and investment potential, explore: Breaking Down Westwood Holdings Group, Inc. (WHG) Financial Health: Key Insights for Investors

Westwood Holdings Group, Inc. (WHG) Vision Statement of

Understanding a company's mission, vision, and core values provides critical insight into its strategic direction and operational philosophy. For Westwood Holdings Group, Inc. (WHG), these elements shape its approach to investment management and client relationships. This chapter explores WHG's mission statement, vision, and core values, providing a comprehensive overview of the company's guiding principles as of April 2025. You can also gain more insights on the company's financial standing here: Breaking Down Westwood Holdings Group, Inc. (WHG) Financial Health: Key Insights for Investors.

Westwood Holdings Group, Inc.'s mission statement reflects its commitment to delivering value to its clients through investment solutions. While a specific, publicly declared mission statement can be difficult to pinpoint, the company's actions and communications suggest a focus on:

• Providing superior investment performance.
• Building long-term client relationships.
• Maintaining a culture of integrity and excellence.

This inferred mission is supported by the company's emphasis on specific investment strategies and client-centric service model.

As of April 2025, pinpointing Westwood Holdings Group, Inc.'s explicit 'vision statement' can be challenging, as companies often integrate their vision into broader strategic communications. However, based on WHG's recent activities and strategic goals, we can infer key elements of their vision for the future:

• Growth and Diversification: Expanding its range of investment products and services to cater to a broader client base. This includes exploring new asset classes and investment strategies to meet evolving market demands.
• Client-Centric Approach: Strengthening client relationships by providing tailored investment solutions and superior service. This involves a deeper understanding of client needs and offering customized strategies to achieve their financial goals.
• Innovation and Technology: Leveraging technology to enhance investment processes, improve efficiency, and deliver better client experiences. This includes adopting advanced analytics, AI-driven tools, and digital platforms to stay ahead in the competitive landscape.
• Sustainable Performance: Delivering consistent, long-term investment performance while adhering to high ethical standards. This focus ensures the company's sustainability and builds trust with clients and stakeholders.

These components collectively paint a picture of WHG's forward-looking aspirations, emphasizing growth, client satisfaction, innovation, and sustainable value creation.

Westwood Holdings Group, Inc.'s core values are the fundamental beliefs that guide its actions and behaviors. While the company may not explicitly list these values, they can be inferred from its conduct and corporate culture. Key values include:

• Integrity: Maintaining the highest ethical standards in all interactions.
• Excellence: Striving for superior performance and continuous improvement.
• Client Focus: Prioritizing client needs and delivering exceptional service.
• Teamwork: Fostering a collaborative and supportive work environment.
• Innovation: Encouraging creativity and embracing new ideas.

These values collectively shape the company's culture and influence its decision-making processes.

Westwood Holdings Group, Inc. (WHG) Core Values of

While specific details regarding Westwood Holdings Group's mission statement, vision, and core values as of April 2025 are not available in the provided search results, core values generally represent the guiding principles that define an organization's culture and priorities. These values influence how a company operates, makes decisions, and interacts with stakeholders.

To illustrate how a company in the financial services industry might articulate its core values, consider the following examples. These are not specific to Westwood Holdings Group but serve to demonstrate the types of values that are commonly emphasized:

Client Focus:

A commitment to placing the client's interests first, providing tailored solutions, and building long-term relationships. This value is crucial for wealth and investment management firms, as it directly impacts client satisfaction and retention. An example of this could be offering personalized financial planning services that take into account each client's unique goals and risk tolerance. Financial advisors might conduct regular reviews of client portfolios, adjusting strategies as needed to align with changing market conditions and life events.

Integrity:

Upholding the highest ethical standards, transparency, and honesty in all interactions. This value is paramount in the financial industry, where trust is essential. For example, a company might implement a strict code of conduct that governs employee behavior and decision-making. Regular training sessions on ethics and compliance can reinforce this value and ensure that employees are aware of their responsibilities.

Excellence:

Striving for continuous improvement, innovation, and superior performance in all aspects of the business. This value encourages employees to seek out new and better ways to serve clients and achieve organizational goals. For instance, a company might invest in advanced technology and data analytics to improve investment strategies and provide clients with more insightful reporting. Employees could be encouraged to pursue professional development opportunities to enhance their skills and knowledge.

Teamwork:

Fostering a collaborative and supportive work environment where employees work together to achieve common goals. This value recognizes that collective intelligence and diverse perspectives can lead to better outcomes. An example could be cross-functional teams working together to develop new products or services. Regular team meetings and communication channels can facilitate collaboration and ensure that everyone is aligned.

Accountability:

Taking ownership of actions and results, and being responsible for meeting commitments. This value promotes a culture of ownership and encourages employees to take pride in their work. For example, a company might implement performance management systems that hold employees accountable for achieving specific goals and objectives. Regular feedback and coaching can help employees improve their performance and meet expectations.

These values collectively shape the culture and operations of a financial services company, influencing how it interacts with clients, employees, and the broader community. To gain deeper insights into the company, explore this investor profile: Exploring Westwood Holdings Group, Inc. (WHG) Investor Profile: Who’s Buying and Why?