Fund Inception | 12/31/2002 |
Name of Issuer | Hotchkis & Wiley |
Fund Advisor(s) | Hotchkis & Wiley Capital Management LLC |
Sub-Advisor(s) | -- |
Fund Managers for HWAAX
George Davis
Portfolio Manager since 12/31/2002
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.
David Green
Portfolio Manager since 12/31/2002
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.