Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

WHG Relative to the S&P 500

WHG Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Westwood Holdings Group, Inc. (NYSE:WHG) seasonal charts above shows that a Buy Date of September 10 and a Sell Date of December 8 has resulted in a geometric average return of 3% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 8.62% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

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Stocks mentioned in this post: WHG