Large Cap Value Fund (HWLIX)

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Investment Team

Mr. Davis, Mr. McBride and Mr. Peters coordinate the day-to-day management of the Large Cap Value Fund portfolio. Mr. Leiberman and Ms. McKenna participate in the investment research review and decision-making process and represent the Diversified Value Fund to current and prospective shareholders.

George Davis, Jr.
Chief Executive Officer, Portfolio Manager and Principal
23 Years with H&W
27 Years of Experience
Equity Owner
Mr. Davis joined H&W in 1988 as an equity analyst and became portfolio manager in 1989. In 2001, Mr. Davis was named Chief Executive Officer and is a member of the firm’s Executive Committee. He is also director of Hotchkis & Wiley (UK) Limited. In his role as portfolio manager, Mr. Davis plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Large Cap Fundamental Value, Large Cap Diversified Value, Mid-Cap Value and Value Opportunities portfolios, represents these strategies to current and prospective clients, as well as provides expertise and insight into the capital goods and financials sectors. 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. In addition, he is Series 7, 63 and 65 registered.

Sheldon Lieberman
Portfolio Manager and Principal
18 Years with H&W
26 Years of Experience
Equity Owner
Mr. Lieberman joined H&W in 1994, became Principal in 2001 and is a member of the firm's Executive Committee. In his role as portfolio manager, Mr. Lieberman plays an integral part in the investment research review and decision-making process and represents the Large Cap Fundamental Value and Large Cap Diversified Value strategies to current and prospective clients. He also provides expertise and insight into the energy/commodities and technology sectors. Prior to joining the firm, Mr. Lieberman was the chief investment officer for the Los Angeles County Employees Retirement Association ("LACERA"). At LACERA, he was responsible for overseeing the fund's investment activity, as well as developing and implementing investment policy, strategy and guidelines. Prior to his position at LACERA, he was manager of trust investments at Lockheed Corporation. Mr. Lieberman received his BA from UCLA and MBA from California State University, Northridge. In addition, he is Series 7 and 63 registered.

Scott McBride, CFA
Portfolio Manager
10 Years with H&W
13 Years of Experience
Equity Owner
Mr. McBride joined H&W in 2001 as an equity analyst and became portfolio manager in 2004. In his role as portfolio manager, Mr. McBride plays an integral part in the investment research review and decision-making process as well as coordinates the day-to-day management of Large Cap Fundamental and Large Cap Diversified Value portfolios. He also provides expertise and insight into the healthcare, financials, technology and consumer sectors. He also provides expertise and insight into real estate investment trusts (REITS). Prior to joining the firm, Mr. McBride was an associate consultant with Deloitte Consulting and worked as an investment marketing analyst with Fidelity Investments. Mr. McBride, a CFA charterholder, received his BA in Economics from Georgetown University and MBA from Columbia University.

Patty McKenna, CFA
Portfolio Manager and Principal
16 Years with H&W
25 Years of Experience
Equity Owner
Ms. McKenna joined H&W in 1995 and became Principal in 2001. In her role as portfolio manager, Ms. McKenna plays an integral part in the investment research review and decision-making process and represents the Large Cap Fundamental Value and Large Cap Diversified Value strategies to current and prospective clients. She also provides expertise and insight into the healthcare and consumer sectors. Prior to joining the firm, Ms. McKenna was an equity analyst at Trust Company of the West. Before entering the field of investment management, she worked for five years in corporate finance at Bankers Trust and then at Fieldstone Private Capital Group. Ms. McKenna began her career as a forensic accountant in 1983. Ms. McKenna, a CFA charterholder, received her BA in Economics with distinction from Stanford University and MBA from Harvard Business School. In addition, she is Series 7 and 63 registered.

Judd Peters, CFA
Portfolio Manager
12 Years with H&W
14 Years of Experience
Equity Owner
Mr. Peters joined H&W in 1999 as a research analyst and became portfolio manager 2003. In his role as portfolio manager, Mr. Peters plays an integral part in the investment research review and decision-making process as well as coordinates the day-to-day management of Large Cap Fundamental and Large Cap Diversified Value portfolios. He also provides expertise and insight into the capital goods, energy/commodities and technology sectors. Prior to joining the firm, Mr. Peters was an analyst in the corporate finance department of an investment banking firm. Mr. Peters, a CFA charterholder, received his BA in Mathematics and a BS in Biochemistry from the University of California, San Diego. In addition, he is Series 7 and 63 registered.