Mid-Cap Value Fund (HWMIX)

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Investment Team

Mr. Davis and Mr. Majcher coordinate the day-to-day management of the Mid-Cap Value Fund portfolio. Mr. Miles participates in the investment research review and decision-making process and represents the Mid-Cap 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.

Stan Majcher, CFA
Portfolio Manager and Principal
15 Years with H&W
18 Years of Experience
Equity Owner
Mr. Majcher joined H&W in 1996 as an equity analyst, became portfolio manager in 1999 and Principal in 2001. In his role as portfolio manager, Mr. Majcher plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Mid-Cap Value portfolios, represents the strategy to current and prospective clients, as well as provides expertise and insight into the energy/commodities, consumer and financials sectors. 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. In addition, he is Series 7 and 63 registered.

Jim Miles
Portfolio Manager and Principal
17 Years with H&W
23 Years of Experience
Equity Owner
Mr. Miles joined H&W in 1995 and became Principal in 2001. In his role as portfolio manager, Mr. Miles plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap Value portfolios, represents all strategies to current and prospective clients, as well as provides expertise and insight into the consumer and technology sectors. 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. In addition, he is Series 7 and 63 registered.