Westwood Holdings Group, Inc. Provides Update on Multi-Asset Team Buildout
December 21, 2020 at 05:00 pm EST
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Westwood Holdings Group Inc. provided an update on the continuing evolution of its Multi-Asset team. Adrian Helfert, SVP – Multi-Asset, joined Westwood in January 2019 from Amundi Asset Management and has overseen the buildout of the Multi-Asset team that manages Westwood’s flagship Income Opportunity strategy along with Total Return, High Income and Alternative Income, as well as Credit Opportunities and other dedicated fixed income strategies. In addition to Mr. Helfert, the Multi-Asset team now consists of Scott Barnard, Fixed Income Portfolio Manager, who joined Westwood in July 2020 and adds generalist fixed income expertise; Hussein Adatia, Research Analyst and Portfolio Manager, who joined Westwood in January 2019 and brings deep credit and multi-asset expertise; Seth Gold, Analyst and Assistant Portfolio Manager, who joined Westwood in July 2015 and provides research and market insight on convertible securities; and Payton DeLong, Quantitative Analyst, who joined Westwood in July 2019 and brings a quantitative modeling and data analytics skill set to the team. Effective immediately, Mr. Barnard, who previously worked with Mr. Helfert for 12 years at Amundi, has been added to the portfolio team of the Westwood Income Opportunity Fund; Mr. Gold has been added to the portfolio team of the Westwood Alternative Income Fund; and Mr. Barnard and Mr. Adatia have been added to the portfolio team of the Westwood High Income Fund.
Westwood Holdings Group, Inc. manages investment assets and provides services for clients through its subsidiaries, Westwood Management Corp., Westwood Advisors, L.L.C. and Salient Advisors, L.P. The Companyâs segments include Advisory and Trust. The Advisory segment provides investment advisory services to corporate pension and profit-sharing plans, public employee retirement funds, Taft-Hartley plans, endowments, foundations and individuals, sub-advisory. It also provides investment management services to the Westwood Funds. The Companyâs advisory business investment capabilities: United States Value Equity, Multi-Asset, Energy and Real Assets, Tactical Absolute Return, and Income Alternatives. The Trust segment provides trust and custodial services and participation in common trust funds that it sponsors to institutions and high-net worth individuals. It provides investment advisory services to institutional investors; a family of mutual funds called the Westwood Funds.
WESTWOOD HOLDINGS GROUP, INC. 
