![Adrian Helfert](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Fortune : 3 M $ au 31/05/2026
Mr. P.
A. Helfert is a Chief Investment Officer of Alternative at Westwood Holdings Group, Inc. and a Senior Vice President & Chief Investment Officer of Wealth, Alternative & Multi-Asset Portfolios at Westwood Management Corp.
(Texas).
Mr. Helfert was previously employed as a Head of Global Fixed Income by Amundi Smith Breeden LLC.
He received his undergraduate degree from the University of Virginia and an MBA from The Fuqua School of Business.
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 23/02/2026 | 162 751 ( 1,72% ) | 3 M $ | 31/05/2026 |
| Sociétés | Poste | Début |
|---|---|---|
| WESTWOOD HOLDINGS GROUP, INC. | Directeur en chef des Investissements | 28/01/2019 |
Westwood Management Corp. (Texas)
 Westwood Management Corp. (Texas) Investment ManagersFinance Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors. | Head-Equity Investments | 01/02/2021 |
| Sociétés | Poste | Fin |
|---|---|---|
Amundi Smith Breeden LLC
 Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden's research and portfolio management activities focus on the U.S. mortgage market and agency mortgage-backed securities sectors. The firm also applies their quantitative research and trading skills to other sectors of the fixed income market such as corporate bonds, commercial MBS, and asset-backed securities. They seek to build a portfolio of fixed income securities with wide risk-adjusted spreads that are properly matched to the duration of the market produces a total return in excess of the market return. Portfolios typically overweight the "spread sectors" (corporate, commercial MBS, agency MBS, and asset-backed sectors). Amundi Smith Breeden believes that these sectors offer competitive risk-adjusted returns over Treasury investments. Portfolios typically have a high percentage of agency mortgage-backed securities, producing an average portfolio credit quality of AA or above. | Head-Fixed Income Invts | 08/01/2018 |
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
| Entreprise privées | 5 |
|---|---|
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors. | Finance |
Westwood Holdings Group, Inc.
 Westwood Holdings Group, Inc. Investment ManagersFinance Operates as a holding company though its subsidiaries provides investment and wealth management services | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden's research and portfolio management activities focus on the U.S. mortgage market and agency mortgage-backed securities sectors. The firm also applies their quantitative research and trading skills to other sectors of the fixed income market such as corporate bonds, commercial MBS, and asset-backed securities. They seek to build a portfolio of fixed income securities with wide risk-adjusted spreads that are properly matched to the duration of the market produces a total return in excess of the market return. Portfolios typically overweight the "spread sectors" (corporate, commercial MBS, agency MBS, and asset-backed sectors). Amundi Smith Breeden believes that these sectors offer competitive risk-adjusted returns over Treasury investments. Portfolios typically have a high percentage of agency mortgage-backed securities, producing an average portfolio credit quality of AA or above. | Finance |
The Fuqua School of Business
 The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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