Jordan Latimer

Jordan Latimer, CFA, is Vice President, Portfolio Manager, and Research Analyst at Westwood Holdings Group, Inc. based in Dallas, Texas, a role he has held since June 2023. At Westwood, he plays a key role in the U.S. Value Equity team, focusing on high-quality, undervalued businesses, and is particularly involved in the firm's SmallCap Value strategy that targets equity securities in the $100 million to $2 billion market capitalization range.

Latimer's sector focus includes U.S. small-cap and value equities where he applies a rigorous research-driven approach to investment selection and portfolio management. Prior to joining Westwood, he served as Impact Officer at LCM Group and was an Analyst at Ballast Asset Management, gaining broad experience in investment research, portfolio construction, and ESG-driven strategies.

He holds both a Bachelor of Business Administration and a Master of Science from Texas A&M University, and is a CFA charterholder. Latimer is recognized for his expertise in small-cap value investing and his commitment to integrating quality and value criteria in portfolio management while helping drive consistent, risk-adjusted returns for institutional and individual clients.