Kyle Martin
VP, Research Analyst and Portfolio Manager at Westwood Holdings Group Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westwood Holdings Group, Inc. | VP, Research Analyst and Portfolio Manager | Mar 2021 to Present | — |
| Westwood Holdings Group, Inc. | AVP, Research Analyst | Feb 2019 to Mar 2021 | — |
| Westwood Holdings Group, Inc. | Research Analyst | Feb 2018 to Feb 2019 | — |
| Westwood Holdings Group, Inc. | Research Associate | Mar 2016 to Feb 2018 | — |
| Fidelity Investments | Financial Analyst III | Mar 2014 to Mar 2016 | — |
| Fidelity Investments | Financial Analyst | Jun 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
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 |
| Vice President, Portfolio Manager, Research Analyst | Dallas, 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 | |
| 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 |