Westwood Holdings Is Back To Net Outflows, And Remains Unattractive

Group 1 - The quarterly results indicated a significant increase in net income both quarter-over-quarter (QoQ) and year-over-year (YoY), primarily driven by a private-valuation update that is non-recurring, unrealized, and non-cash [1] Group 2 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective, rather than market-driven dynamics [2] - The articles emphasize understanding the long-term earnings potential of companies and the competitive dynamics within their industries [2] - The majority of recommendations are expected to be holds, reflecting a cautious approach in a bullish market [2]