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 May 14 and a Sell Date of August 7 has resulted in a geometric average return of 0.71% 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 14 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 6.22% 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 through its subsidiaries is engaged in managing investment assets and providing services for its clients. The company operates its business through the Advisory and Trust segments. Its advisory segment provides 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 offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. It generates maximum revenue from the Advisory segment. Geographically, it derives a majority of revenue from the United States.

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Stocks mentioned in this post: WHG