Matt Lockridge

Matt Lockridge is Senior Vice President, Head of U.S. Value, and Senior Portfolio Manager at Westwood Holdings Group, Inc., where he leads the U.S. Value investment team from Dallas, TX. He is responsible for overseeing value equity strategies, serving as a senior portfolio manager on the LargeCap Value and SmallCap Value portfolio teams, and driving security selection and portfolio risk management.

His investment focus encompasses U.S. equity markets with a particular emphasis on value-oriented strategies that target high-quality, undervalued companies for superior risk-adjusted returns. Lockridge's sector expertise includes the broader U.S. value equity universe, with demonstrated attention to macroeconomic trends, financials such as regional banks, and technology themes impacting large-cap equities.

Prior to his current role, Lockridge held successive senior investment positions at Westwood Holdings Group from 2017 onward, building on an extensive career in asset management. He holds an MBA in Finance and Accounting from The University of Chicago Booth School of Business and a BBA in Finance from Southern Methodist University, bringing strong analytical acumen and a rigorous approach to fundamental research.