Fund Inception | 01/02/2001 |
Name of Issuer | Hotchkis & Wiley |
Fund Advisor(s) | Hotchkis & Wiley Capital Management LLC |
Sub-Advisor(s) | -- |
Fund Managers for HWMAX
George Davis
Portfolio Manager since 12/31/1997
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
Portfolio Manager since 12/31/1997
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.
Hunter Doble
Portfolio Manager since 08/29/2019
Hunter Doble serves as a portfolio manager on the Mid-Cap Value and International Value portfolios. He covers banks and other financial companies. He is a member of the financials, energy and healthcare sector teams.
Prior to joining the firm, Mr. Doble worked as an analyst for Equinox Capital Management. He also worked as an analyst at Ark Asset Management in their equity research group and as a portfolio manager’s assistant in their fixed income group. Mr. Doble, a CFA® charterholder, received his BA in Economics from Georgetown University and MBA in Finance from New York University’s Stern School of Business.