Our Team
Our deeply experienced investment team shares a passion for investing and a unique combination of analytical ability, creativity, experience, and discipline. Because we believe our clients benefit from working with seasoned, skilled professionals whose interests are aligned with their own, the vast majority of our investment team owns equity in the firm.
Portfolio Managers & Analysts
-
George Davis, Jr.
Chief Executive Officer, Portfolio Manager and Principal -
Scott McBride, CFA
President, Portfolio Manager -
Doug Campbell
Investment Analyst -
Jason Chan, CFA
Portfolio Manager -
Marshall Cowden, CFA
Investment Analyst -
Hunter Doble, CFA
Portfolio Manager -
JP Flagler, CFA
Portfolio Manager -
David Green, CFA
Portfolio Manager and Principal -
Mark Hudoff
Portfolio Manager -
Ray Kennedy, CFA
Portfolio Manager -
Stan Majcher, CFA
Portfolio Manager and Principal -
Richard Mak, CFA
Portfolio Manager -
Noah Mayer, CFA
Portfolio Manager -
Patty McKenna, CFA
Portfolio Manager and Principal -
Dan McKenzie, CFA
Portfolio Manager -
Patrick Meegan, CPA
Portfolio Manager -
Jim Miles
Portfolio Manager and Principal -
Judd Peters, CFA
Portfolio Manager -
Anthony Philipp
Investment Analyst -
Scott Rosenthal
Portfolio Manager -
Mark Schmidt
Portfolio Manager -
Ryan Thomes, CFA
Portfolio Manager