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Fenimore Private Client Group
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Stock Update: Westwood Holdings Group, Inc.

Westwood Holdings Group, a global asset manager, was the second-best performer adding $952,974 to returns. With more than $20 billion in assets under management, Westwood provides private wealth management services along with mutual funds. As with many active investment managers, Westwood has struggled in recent years. The stock has been trading, in our view, at an attractive multiple of cash earnings. We were rewarded for our patience in the quarter as the stock rebounded.

The portfolio is actively managed. For the FAM Small Cap Fund's current Top 10 Holdings to the most recent quarter-end, view its Portfolio Details.

To obtain the FAM Small Cap Fund's performance data that is current to the most recent month-end, click here.

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