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Christopher Hartman

Portfolio Manager at Westwood Holdings Group Inc.

Phoenix, AZ , United States

About

Christopher Hartman is a Senior Vice President and Portfolio Manager at Westwood Holdings Group, Inc., based in Phoenix, AZ. In this capacity, he manages multi-asset and value equity portfolios, with a focus on both institutional and managed investment solutions, including energy and real asset strategies. Hartman plays a key role in developing investment strategies designed to deliver risk-adjusted returns across diverse market environments.

He brings over two decades of experience in portfolio management, having previously served as Senior Portfolio Manager at Aegon Asset Management and SVP, Co-Portfolio Manager at Calamos Investments. His expertise spans across multi-asset, equity, and alternative investment sectors, with particular attention to value equities, energy, and real asset classes.

Hartman holds an MBA in Finance from Benedictine University and a BA in Economics from Southern Illinois University, Carbondale. Over his career, he has contributed to innovative investment research and the successful management of institutional strategies, consistently driving results amidst complex and evolving market conditions.

Career History

OrganizationRoleDate RangeDetails
Westwood Holdings Group, Inc.Portfolio ManagerAug 2021 to Present
Aegon Asset ManagementSenior Portfolio ManagerJun 2017 to Jul 2020
Calamos InvestmentsSVP Co-Portfolio ManagerJan 2006 to Jun 2014
Co-Portfolio manager of Calamos Market Neutral Income Fund (CMNIX), current five-star by Morningstar. Manage Convertible Arbitrage and Covered Call Strategies. $4 Billion AUM Mutual Fund Convertible s...
Calamos InvestmentsSr Strategy AnalystFeb 1997 to Dec 2005
Supported senior portfolio management with investment idea generation, portfolio risk management reports and portfolio rebalancing in convertible arbitrage strategy portfolios. Assisted with exchange...
BPGeneral AccountingMar 1993 to Jan 1997

Education

Benedictine University

Master of Business Administration (MBA), Finance, General

1996 1997

Southern Illinois University, Carbondale

Bachelor of Arts (BA), Economics

1988 1992

Skills & Expertise

Investment Strategies
Portfolio Management
Fund Of Funds
Strategy
Asset Allocation
Bloomberg
Fixed Income Portfolio Management
Convertible Bonds
Convertible Arbitrage
Convertible Securities
Options
Options Strategies
Equities
Equity Trading
High Yield Bonds
kynex
Microsoft Excel
Equity Derivatives
Hedge Funds
Hedging
Asset Management
Research
Fixed Income
Alternative Investments
Investments
Derivatives
Strategic Planning
Equity Research
Analysis
Microsoft Office
Mutual Funds
Investment Management

Others at Westwood Holdings Group Inc. (22)

NameRoleLocation
D
Danyell Ackerman
AVP Trust TraderTX , United States
Frederic Rowsey
Frederic Rowsey
Vice President, Portfolio Manager, Research AnalystDallas, TX , United States
Jack Marecki
Jack Marecki
Senior AnalystNew York, NY , United States
Jose Angel
Jose Angel
AVP TraderHouston, TX , United States
Justin Taylor
Justin Taylor
Research AssociateHouston, TX , United States
Kimberly Mastrangeli
Kimberly Mastrangeli
VP TraderTraverse City, MI , United States
Kyle Martin
Kyle Martin
VP, Research Analyst and Portfolio ManagerDallas, TX , United States
Maria Asher
Maria Asher
Vice President, Senior Portfolio ManagerHouston, TX , United States
Matt Lockridge
Matt Lockridge
SVP, Head of U.S. Value and Senior Portfolio ManagerDallas, TX , United States
Michael Kovacs
Michael Kovacs
Senior Solutions Portfolio ManagerChicago, IL , United States
Showing 1-10 of 22 team members