William Hardcastle

Corporate Officer/Principal at

CFA Institute

58 year

73 connections

Finance

Consumer Services

Utilities

Profile

William R.
Hardcastle is currently a Member at CFA Institute and a Member at CFA Society of Dallas-Fort Worth, Inc. Former positions include Principal at The Southern Co. from 1994 to 1999, Portfolio Manager at Discovery Management Ltd. from 1989 to 1991, Associate at Broadband Venture Partners LLC, and Chief Financial Officer & Head-Investor Relations at Westwood Holdings Group, Inc. in 2014.
Education includes an undergraduate degree from Southern Methodist University conferred in 1989 and an MBA from The Fuqua School of Business.

William Hardcastle active positions

Companies	Position	Start
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Corporate Officer/Principal	-
CFA Society of Dallas-Fort Worth, Inc.	Corporate Officer/Principal	-

All active positions of William Hardcastle

Former positions of William Hardcastle

Companies	Position	End
WESTWOOD HOLDINGS GROUP, INC.	Director of Finance/CFO	2014-08-17
SOUTHERN COMPANY	Corporate Officer/Principal	1999-12-30
Discovery Management Ltd. Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures.	Portfolio Manager-Equities	1991-12-30
Broadband Venture Partners LLC Broadband Venture Partners LLC Investment ManagersFinance Broadband Venture invests in companies located in the United States. The firm targets companies operating in the fields of information technology and software sectors. It provides financing for seed and early stage capital requirements.	Corporate Officer/Principal	-

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Linked companies

Private companies	8
The Southern Co. The Southern Co. Electric UtilitiesUtilities Operates as a holding company through its subsidiaries operates, constructs and distributes gas, coal, nuclear, coal, hydro, wind & solar electricity projects and natural gas pipelines	Utilities
Discovery Management Ltd. Discovery Management Ltd. Investment ManagersFinance Discovery Management manages market neutral hedge fund that invests both long and short in a portfolio of approximately 150 to 300 stocks. The firm provides a variety of specialized research services. The portfolio selects both long and short positions using a combination of fundamental valuation metrics. Discovery Partners' fund seeks to be tax efficient and provide monthly liquidity. The portfolio selects both long and short positions using a combination of Sir John Templeton and Joel Greenblatt's fundamental valuation metrics approaches. In addition, a quality metric is used to evaluate earnings and financial statements. The portfolio holds a large number of positions in order to remain neutral to over 80 industry groups, styles, market-caps, market volatility and fluctuations in oil prices or the value of the US dollar versus the Euro. The firm specializes is designing stock selection processes that neutralize any unwanted exposures. Discovery Partners analyzes portfolios and calculates portfolios' unintentional exposures due to style, size, industry, the volatility index, the Euro, oil prices or specific sectors. For their clients that specialize in selecting their own long stock picks, the firm evaluates their portfolios and generates lists of short stocks that will complement the client's longs and eliminate unwanted style bets and factor exposures.	Finance
Broadband Venture Partners LLC Broadband Venture Partners LLC Investment ManagersFinance Broadband Venture invests in companies located in the United States. The firm targets companies operating in the fields of information technology and software sectors. It provides financing for seed and early stage capital requirements.	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
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals	Commercial Services
CFA Society of Dallas-Fort Worth, Inc.
The Fuqua School of Business The Fuqua School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services