General Investing >> Money Manager Interviews >> September 25, 2015
Constructing a Value Portfolio of Domestic Equities
Matthew R. Lockridge joined Westwood Holdings Group, Inc. in 2010, serves as a Portfolio Manager and is responsible for investment research in the consumer discretionary and staples sectors. He is also a member of the consumer/health care research group. Mr. Lockridge began his career at Arthur Andersen LLP, within their Chicago consulting practice. He served as a Senior Consultant with Deloitte Consulting LLP, where he assisted clients with various corporate finance and accounting issues. Mr. Lockridge then served as a Managing Director and Partner at Dearborn Partners, LLC, where he was a member of the firm’s investment committee and oversaw all investments in the consumer and industrial sectors. Mr. Lockridge earned his MBA with a concentration in finance and accounting from the University of Chicago, Graduate School of Business, and his BBA in finance from Southern Methodist University. Profile
TWST: Give us a little bit of history about Westwood. When and why was it established?
Mr. Lockridge: Westwood was founded in 1983 by Susan Byrne with a focus on