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Kyle Martin

Kyle Martin

VP, Research Analyst and Portfolio Manager at Westwood Holdings Group Inc.

Dallas, TX , United States

About

Kyle Martin, CFA, serves as Vice President, Portfolio Manager, and Research Analyst at Westwood Holdings Group, Inc., where he leads research and portfolio management responsibilities, particularly within the firm's SMidCap Value Strategy. Based in Dallas, TX, he oversees investment decisions focused on U.S. value equities, bringing insights into market dynamics and asset allocation as part of Westwood’s investment team.

Martin covers specific sectors including the technology (notably semiconductors and their impact on auto manufacturing), financials—where he evaluates opportunities influenced by interest rate environments—and has provided in-depth analysis on investment vehicles such as SPACs (special purpose acquisition companies). His role emphasizes rigorous security selection, fundamental research, and delivering differentiated, value-driven investment strategies for clients.

He joined Westwood Holdings Group in 2018 as a Research Analyst and progressed to AVP and then VP, Portfolio Manager and Research Analyst, evidencing a track record of analytical depth and leadership. Martin holds an MBA in Finance from Southern Methodist University’s Cox School of Business and a B.B.A. in Finance, Cum Laude, from Texas Tech University’s Rawls College of Business, further supported by the Chartered Financial Analyst (CFA) designation, underscoring his expertise in equities, valuation, and portfolio construction.

Career History

OrganizationRoleDate RangeDetails
Westwood Holdings Group, Inc.VP, Research Analyst and Portfolio ManagerMar 2021 to Present
Westwood Holdings Group, Inc.AVP, Research AnalystFeb 2019 to Mar 2021
Westwood Holdings Group, Inc.Research AnalystFeb 2018 to Feb 2019
Westwood Holdings Group, Inc.Research AssociateMar 2016 to Feb 2018
Fidelity InvestmentsFinancial Analyst IIIMar 2014 to Mar 2016
Fidelity InvestmentsFinancial AnalystJun 2012 to Mar 2014

Education

Southern Methodist University - Cox School of Business

Master of Business Administration (MBA), Finance, General

2014 2016

Texas Tech University - Rawls College of Business

B.B.A., Finance- Cum Laude

2007 2011

Skills & Expertise

Auditing
Portfolio Management
Financial Modeling
Financial Reporting
Microsoft Office
Banking
Risk Management
Microsoft Excel
Accounting
Credit
Finance
Process Improvement
Customer Service
Financial Analysis
Analysis
Access

Others at Westwood Holdings Group Inc. (22)

NameRoleLocation
C
Christopher Hartman
Portfolio ManagerPhoenix, AZ , United States
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
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