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Westwood launches global and emerging markets Equity strategies

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Westwood Holdings Group has expanded 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 (pictured), Westwood’s President & CEO, says: “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 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.

 

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