29 Years with H&W
33 Years of Experience
Equity Owner
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.
DISTRIBUTIONS
2018 Dividend and Capital Gain Schedule
Dec 2017 Dividend and Capital Gain Distributions
MARKET STUDY
2017: Equity Investing in a Rising Rate Environment
Active vs. Passive Equity Investing
FOR INVESTMENT PROFESSIONALS
Attribution