Value Opportunities Fund (HWAIX)

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Investment Team

Mr. Davis and Mr. Green coordinate the day-to-day management of the Value Opportunities Fund portfolio. They also represent the Value Opportunities 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.

David Green, CFA
Portfolio Manager and Principal
14 Years with H&W
21 Years of Experience
Equity Owner
Mr. Green joined H&W in 1997, served as the Director of Research from 1999 to 2000, and became Principal in 2001. In his role as portfolio manager, Mr. Green plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap and Value Opportunities portfolios, represents these strategies to current and prospective clients, as well as provides expertise and insight into Special Situations. 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's investment experience is focused primarily on analysis of publicly traded equities. Mr. Green, a CFA charterholder, received his BA in Economics with honors from the University of California, Berkeley and is a member of Phi Beta Kappa.