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Hotchkis & Wiley Small Cap Value I
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HWSIX概述
本页面提供Hotchkis & Wiley Small Cap Value Fund Class I的详细介绍，帮助您了解HWSIX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| David E. Green | Principal | 1997 | now |
| 背景介紹 | David Green serves as a portfolio manager on the Small Cap Value, Value Opportunities and International Value portfolios. He is a member of the consumer, healthcare and technology sector teams. Prior to joining the firm, Mr. Green worked as a senior equity analyst with Goldman Sachs Asset Management on the Broad Market Value team. Before joining Goldman Sachs, he worked as an equity analyst with Prudential Investment Corporation where he began his investment career in 1990. Mr. Green, a CFA® charterholder, received his BA in Economics from the University of California, Berkeley and is a member of Phi Beta Kappa. | ||
| James B. Miles | Principal | 1995 | now |
| 背景介紹 | Jim Miles serves as a portfolio manager on the Small Cap Value portfolios. He covers consumer companies and is a member of the consumer, healthcare and technology sector teams. Prior to joining the firm, Mr. Miles was a vice president in corporate finance at BT Securities Corporation, an affiliate of Bankers Trust. He specialized in lending to and arranging debt for highly leveraged companies. Mr. Miles received his BS in Mechanical Engineering and MS in Engineering from Stanford University and MBA from the University of California, Los Angeles. | ||
| Judd Peters | Principal | 2007 | 2009 |
| 背景介紹 | Judd Peters serves as a portfolio manager on the Small Cap Diversified Value, International Small Cap Diversified Value and SMID Cap Diversified Value portfolios. He is a member of the capital goods, energy and technology sector teams. Prior to joining the firm, Mr. Peters was an analyst in the investment banking division of Wedbush Morgan Securities. Mr. Peters, a CFA® charterholder, received his BA in Mathematics and a BS in Biochemistry from University of California, San Diego. | ||
| George H. Davis | CEO | 2005 | 2009 |
| 背景介紹 | George Davis serves as Executive Chairman and portfolio manager on the Large Cap Fundamental Value and Large Cap Disciplined Value portfolios. He is a member of the capital goods and financials sector teams. Prior to joining the firm, Mr. Davis was an assistant to the senior partner of RCM Capital Management. He began his career in equity research with internships at Cramer, Rosenthal & McGlynn and Fidelity Management & Research. Mr. Davis received his BA in Economics and History and MBA from Stanford University. | ||
| Stanley Majcher | Principal | 2005 | 2009 |
| 背景介紹 | Stan Majcher serves as a portfolio manager on the Mid-Cap Value portfolios. He covers energy companies and is a member of the energy and financials sector teams. Prior to joining the firm, Mr. Majcher was an analyst in corporate finance at Merrill Lynch & Co., Inc. He worked on a variety of common equity, equity-linked and debt financings as well as strategic advisory assignments for Merrill Lynch's domestic and international airline clients. Mr. Majcher, a CFA® charterholder, received his BS in Finance and Marketing from Georgetown University. | ||
| Joseph R. Huber | CEO | 2005 | 2007 |
| 背景介紹 | Joe Huber is the Chief Executive Officer and Chief Investment Officer at Huber Capital Management LLC. Prior to founding Huber Capital Management he was a Principal and Director of Research for Hotchkis and Wiley Capital Management, overseeing more than $40 billion in U.S. value asset portfolios. He built a research platform which utilized best practices of fundamental research combined with behavioral psychology to capitalize on the art piece of investing, creating a unique and value-added investment approach. Prior to joining Hotchkis and Wiley, Mr. Huber served as Portfolio Manager and Director for Merrill Lynch Asset Management and as Portfolio Manager for Goldman Sachs Asset Management in New York. Mr. Huber received his BA in statistics and econometrics from Northwestern University where he was departmental valedictorian and received the Directors Award for top graduating GPA amongst student athletes. He received his MBA from University of Chicago with concentrations in accounting and finance, where he was elected to the Beta Gamma Sigma honor society. He is an Associate in the Society of Actuaries (A.S.A.). | ||
| John A. Hitchman | Portfolio Manager | 1988 | 1997 |
| 背景介紹 | Hitchman is a portfolio manager with Hotchkis and Wiley, his employer since 1988. Previously, he was executive director of the Washington State Investment Board, where he managed pension-fund assets. Hitchman was also executive secretary of the Washington State finance committee for 12 years, and worked in the First National Bank of Oregon's trust department for eight years. Hitchman is a Chartered Financial Analyst. | ||
| George H. Davis | CEO | 1988 | 1995 |
| 背景介紹 | George Davis serves as Executive Chairman and portfolio manager on the Large Cap Fundamental Value and Large Cap Disciplined Value portfolios. He is a member of the capital goods and financials sector teams. Prior to joining the firm, Mr. Davis was an assistant to the senior partner of RCM Capital Management. He began his career in equity research with internships at Cramer, Rosenthal & McGlynn and Fidelity Management & Research. Mr. Davis received his BA in Economics and History and MBA from Stanford University. | ||
| John Hotchkis | - | 1985 | 1988 |
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