Lauren Cassidy Hill
SVP, Portfolio Manager & Senior Research Analyst @Westwood Holdings Group, Inc.
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WORK HISTORY
SVP, Portfolio Manager & Senior Research Analyst @Westwood Holdings Group, Inc.
Portfolio Manager on the Quality Value (LargeCap), AllCap, and MidCap products & Senior Research Analyst collaborating with the Dallas and Houston teams at a >$16 billion long-only asset manager • Providing excellent service to our Institutional, Intermediary, and Wealth Clients, presenting our process, philosophy, and progress in meetings, and carefully listening to best address my clients’ unique needs • Investing in undervalued, high-quality equities with strategic management teams that 1) consistently deliver results 2) have a sustainable competitive advantage 3) can be trusted to allocate capital wisely • Using Bloomberg and Canalyst to build detailed models and forecasts assuming various macro, stock-specific, legal, legislative, and weather-based scenarios. Methodically valuing and continuously presenting a steady stream of new ideas to our portfolio teams to help them make informed real-time decisions for our Clients. • Interviewing executives and sell-side analysts. Conducting investigative on-site tours, channel checks, attending conferences, and reading the 10-K/Qs, filings, presentations, breaking news, transcripts, and industry publications to: 1) carefully assess risks, 2) verify claims, 3) debate key topics to quickly gain an understanding, and 4) assess the probability and magnitude of success of a business and strategy over the next 3+ years • Interviewing on: Bloomberg Markets (3/15/23), Bloomberg\'s The Close (8/11/21, 10/13/21, 11/11/21, 2/17/22, 12/23/22), TD Ameritrade\'s Market on Close (6/14/21, 9/9/21, 5/25/22), CNBC\'s Closing Bell (3/30/22, 4/14/22, 6/24/22, 8/2/22), Yahoo Finance (6/22/21, 1/31/22),\"What Goes Up\" Podcast (6/18/21), Barron\'s Cover Article (8/7/21), WSJ Article (8/22/23) • Giving back by teaching and mentoring associates, interns, and students eager to learn investing
ABOUT LAUREN CASSIDY HILL
Ms. Hill joined Westwood in 2015, serves as a Portfolio Manager on the Large Cap Quality…
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