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  • Who we are
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    • Value Equity
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      • Large Cap Fundamental Value
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  • Mutual Funds
    • US Equity
      • Large Cap Value
      • Diversified Value
      • Mid-Cap Value
      • Small Cap Value
      • Small Cap Diversified Value
      • Value Opportunities
    • International Equity
      • Global Value
      • International Value
      • International Small Cap Diversified Value
    • Fixed Income
      • High Yield
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      • 2022 Dividend and Capital Gain Distributions
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  • Our Team
    • Investments
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  • News & Insights
  • Contact Us
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  • Who we are
    • Responsibility
    • History
  • Investment Approach
    • Value Equity
    • Fixed Income
  • Strategies
    • US Equity
      • Large Cap Fundamental Value
      • Large Cap Diversified Value
      • Mid-Cap Value
      • Small Cap Value
      • Small Cap Diversified Value
      • Value Opportunities
    • International Equity
      • Global Value
      • Focused Global Value
      • International Value
      • International Small Cap Diversified Value
    • Fixed Income
      • High Yield
    • Resources
      • Literature
      • Diversity, Equity & Inclusion
      • ESG
  • Mutual Funds
    • US Equity
      • Large Cap Value
      • Diversified Value
      • Mid-Cap Value
      • Small Cap Value
      • Small Cap Diversified Value
      • Value Opportunities
    • International Equity
      • Global Value
      • International Value
      • International Small Cap Diversified Value
    • Fixed Income
      • High Yield
    • Resources
      • 2022 Dividend and Capital Gain Distributions
      • Individual Investors
      • Literature
      • Reduced Sales Charges
  • Our Team
    • Investments
    • Distribution
    • Administration
  • News & Insights

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.

  • Investments
  • Distribution
  • Administration
Investments
  • Investments
  • Distribution
  • Administration

Portfolio Managers & Analysts

  • George Davis, Jr.

    Executive Chairman and Portfolio Manager
  • Scott McBride, CFA

    Chief Executive Officer and Portfolio Manager
  • Doug Campbell

    Portfolio Manager
  • Jason Chan, CFA

    Portfolio Manager
  • Marshall Cowden, CFA

    Portfolio Manager
  • Hunter Doble, CFA

    Portfolio Manager
  • JP Flagler, CFA

    Portfolio Manager
  • David Green, CFA

    Portfolio Manager and Principal
  • Michael Grigorieff, CFA

    High Yield Analyst
  • Mark Hudoff

    Portfolio Manager
  • Lu Jiang

    Investment Analyst
  • 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

Trading

  • Robin Henrich

    Managing Director, Head of Equity Trading
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