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Advisor Information for RHJSX

Fund Inception07/01/1994
Name of IssuerRice Hall James
Fund Advisor(s)Rice Hall James & Associates, LLC
Sub-Advisor(s)--

Fund Managers for RHJSX

Thomas McDowell
Portfolio Manager since 07/01/1994
Tom joined RHJ in 1984 as a Portfolio Manager and Analyst and has 39 years of investment experience. Tom assumed leadership of the company in 1994. Previously, he was a Portfolio Manager with California First Bank and specialized in the consumer-related industries. Tom completed a B.A. at the University of California, Los Angeles, and an M.B.A. at San Diego State University.
Cara Thome
Portfolio Manager since 12/31/2001
Cara joined RHJ in January 2001 and has 21 years of investment experience. She was previously an Analyst at the Equity Research Department at George K. Baum & Company. Cara has a B.A. from Truman State University and an M.A. from the University of Exeter.
Reed Wirick
Portfolio Manager since 12/31/2008
Reed joined RHJ in July 2008 and has 19 years of investment experience. Prior to joining the firm, he was a Senior Research Associate at Cambridge Associates, LLC. Prior to that, he was an Economist with the U.S. Department of Commerce. Reed has a B.A. from St. Mary’s College of Maryland and an M.B.A. from the Tuck School of Business at Dartmouth. Reed is a CFA® charterholder. He is a member of CFA Society San Diego.
Daniel Sargen
Portfolio Manager since 12/31/2014
Dan joined RHJ in September 2014 as a Portfolio Manager/Analyst and has 21 years of investment experience. Prior to joining the firm, he worked as a Senior Equities Analyst at Wasatch Advisors for 7 years and prior to that, Dan was a global equities analyst at Blackrock Financial Management. Dan started his career in economics research at the Institute of International Finance where he supported Ph.D. economists in their analyses of major emerging market economies. Dan has a B.A. from Lafayette College and an M.B.A. from the University of Michigan.