Frederic Rowsey
Vice President, Portfolio Manager, Research Analyst at Westwood Holdings Group Inc.
About
Frederic Rowsey is a Vice President, Portfolio Manager, and Research Analyst at Westwood Holdings Group, Inc., based in Dallas, TX. He has held this role since July 2010 and is a key member of the firm’s U.S. Value Equity team. Rowsey is responsible for security selection, portfolio management, and risk oversight, focusing on high-quality, undervalued U.S. companies across market capitalizations. His expertise lies in value-oriented equity investing, with a particular emphasis on identifying businesses with strong earnings potential and limited downside risk.
Rowsey’s investment focus includes broad U.S. equities, with experience spanning large-cap, mid-cap, and small-cap stocks. He is involved in the research and management of portfolios that seek to balance quality and value, covering a range of industries within the U.S. market. His work is integral to Westwood’s disciplined investment process, which emphasizes rigorous fundamental analysis and collaborative decision-making among research analysts and portfolio managers.
Prior to joining Westwood, Rowsey built a foundation in investment management and financial analysis. He holds a Bachelor of Arts in Economics from Harvard University, which has informed his analytical approach and investment philosophy. Throughout his tenure at Westwood, Rowsey has contributed to the firm’s reputation for delivering risk-adjusted returns and has been recognized for his role in managing portfolios that consistently apply the firm’s core investment principles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westwood Holdings Group, Inc. | Vice President, Portfolio Manager, Research Analyst | Jul 2010 to Present | — |
Education
Harvard University
Bachelor of Arts - BA, Economics
2006 — 2010
Others at Westwood Holdings Group Inc. (22)
| Name | Role | Location |
|---|---|---|
C Christopher Hartman | Portfolio Manager | Phoenix, AZ , United States |
D Danyell Ackerman | AVP Trust Trader | TX , United States |
| Senior Analyst | New York, NY , United States | |
| AVP Trader | Houston, TX , United States | |
| Research Associate | Houston, TX , United States | |
| VP Trader | Traverse City, MI , United States | |
| VP, Research Analyst and Portfolio Manager | Dallas, TX , United States | |
| Vice President, Senior Portfolio Manager | Houston, TX , United States | |
| SVP, Head of U.S. Value and Senior Portfolio Manager | Dallas, TX , United States | |
| Senior Solutions Portfolio Manager | Chicago, IL , United States |