This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Westwood Launches Global And Emerging Markets Equity Strategies

Stocks in this article: WHG

Westwood Holdings Group, Inc. (NYSE: WHG) today announced the expansion of its range of investment strategies with the addition of Global and Emerging Markets equity strategies. Patricia Perez-Coutts, CFA, Thomas Pinto-Basto, CFA, Alice Popescu, CFA, Richard Dolhun and Martin Pradier, CFA will be joining Westwood to lead the management of these new strategies for a newly established affiliate, Westwood International Advisors Inc., which will be based in Toronto.

Brian Casey, Westwood’s President & CEO, commented, “We are very excited that this extremely talented team of investment professionals that has developed an impressive track record of successfully managing global and emerging markets portfolios will be joining Westwood. In response to increasing demand by clients and consultants for non-U.S. investment strategies, we have made it a strategic priority to expand our research capabilities and product offerings, with a focus on global and emerging markets. The addition of these talented professionals accomplishes that objective and will present new growth opportunities for Westwood. We believe our clients will greatly benefit from our expanded investment management capabilities.”

The new team, whose bios appear below, will continue managing Emerging Markets and Global Equity strategies.

Patricia Perez-Coutts, CFA, Senior Vice President and Portfolio Manager – Patricia will lead the Emerging Markets strategy and co-lead the Global Equity strategy. Before joining Westwood in 2012, Patricia managed emerging markets portfolios for eleven years for a Canadian investment management firm. Prior to 2001, she served as Vice President and Portfolio Manager for another Canadian investment management firm, Vice President of Research for a Canadian private merchant bank and Economist for Peru’s Institute of Foreign Trade. Patricia earned an Honours BA in Economics from Pontificia Universidad Catolica del Peru and a BA in Mathematics for Commerce at York University. She is a CFA charterholder and a member of the CFA Institute.

Thomas Pinto-Basto, CFA, Portfolio Manager – Thomas will lead the Global Equity strategy and co-lead the Emerging Markets strategy. Before joining Westwood in 2012, he served on the Global Equity team for over six years for a Canadian investment management firm. Prior to 2005, he served as a corporate strategy consultant with Deloitte Consulting in Canada and Hong Kong and as a Global Analyst for both fixed income and equities with Altamira Management. Thomas earned a BA in Economics from Carleton University. He is a CFA charterholder and a member of the CFA Institute.

Alice Popescu, CFA, CMT, DMS, Associate Portfolio Manager – Alice will serve on both the Emerging Markets and Global Equity strategies. Before joining Westwood in 2012, Alice served on the Global Equity team and researched global commodity derivatives markets for a Canadian investment management firm since 2003. Alice earned a BS in Finance from New York University – Stern School of Business. She is a CFA charterholder, a member of the CFA Institute, a Certified Market Technician and a Derivatives Market Specialist.

Richard Dolhun, MBA, Global Equity Analyst – Richard will serve on both the Emerging Markets and Global Equity strategies. Before joining Westwood in 2012, Richard served on the Global Equity team beginning in 2008 and was responsible for Japanese business development efforts from 2002 to 2008 for a Canadian investment management firm. Prior to 2002, he served as financial controller for the Asian subsidiary of a large Canadian consumer staples company. Richard earned a BA and MBA from the University of Manitoba.

Martin Pradier, CFA, MBA, Global Equity Analyst – Martin will serve on both the Emerging Markets and Global Equity strategies. Before joining Westwood in 2012, Martin served on the Emerging Markets and Global Equity teams for a Canadian investment management firm since 2010. Prior to 2010, he served as an analyst for RBC Royal Bank for over six years analyzing new business initiatives. Martin began his investment career in 1993 in Argentina serving as a senior equity research analyst for seven years. Martin earned a BA in Economics and a BA in Business Administration from the Universidad de Buenos Aires and an MBA from Queen's University. He is a CFA charterholder and a member of the CFA Institute.

Warren International, a professional asset management recruiting firm, acted as an advisor to Westwood.

1 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 18,030.21 +6.04 0.03%
S&P 500 2,081.88 -0.29 -0.01%
NASDAQ 4,773.4720 +8.0480 0.17%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs