Adrian Helfert

Chief Investment Officer at WESTWOOD HOLDINGS GROUP, INC.

Net worth: 3 M $ as of 2026-05-30

Finance

Consumer Services

Profile

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.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
WESTWOOD HOLDINGS GROUP, INC. 1.72%	2026-02-22	162,751 ( 1.72% )	3 M $	2026-05-30

Adrian Helfert active positions

Companies	Position	Start
WESTWOOD HOLDINGS GROUP, INC.	Chief Investment Officer	2019-01-27
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	2021-01-31

All active positions of Adrian Helfert

Former positions of Adrian Helfert

Companies	Position	End
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	2018-01-07

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Linked companies

Private companies	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