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Westwood Holdings: Profitability Improving But Stock Not Cheap
Seeking Alphaยท 2025-07-09 01:17
Group 1 - Westwood Holdings Group (NYSE: WHG) has experienced positive performance in 2023, particularly in fund inflows, aligning with favorable trends in value and small-cap factors, to which the company is over-indexed [1] - The positive trend in fund inflows is expected to continue into the second quarter of 2025 [1] Group 2 - Quipus Capital adopts a long-only investment strategy, focusing on operational aspects and the long-term earnings potential of companies rather than market-driven dynamics [2] - The investment philosophy emphasizes holding companies independently of future price movements, with most recommendations being holds [2] - The approach aims to provide valuable information for future investors while maintaining a healthy skepticism towards a bullish market [2]