HOTCHKIS & WILEY - Key Persons
Ms. Lopez is responsible for overall administration and operations of the firm. She also serves as President of the Hotchkis & Wiley Funds. Ms. Lopez began her career at H&W in the Compliance Department and was previously the Chief Compliance Officer.
Prior to joining the firm, Ms. Lopez was an Audit Manager with Price Waterhouse in the Investment Management Group. Ms. Lopez, a CFA® charterholder and Certified Public Accountant, received her BS in Business Administration from the University of California at Berkeley. In addition, she is a member of the CFA Society of Los Angeles, Inc. and the CFA Institute.
Job Titles:
- Investment Analyst
- Member of the Consumer and Healthcare Sector
Anthony Philipp is a member of the consumer and healthcare sector teams where he covers housing, consumer, and healthcare supply chain companies.
Prior to joining the firm, Mr. Philipp was a member of the investment teams at Ziff Capital Partners, Blue Ridge Capital, and Flexpoint Ford. He began his career as an investment banking analyst focused on mergers and acquisitions at Centerview Partners. Mr. Philipp received his BS in Electrical Engineering with a focus in Computer Science and Technology & Management from the University of Illinois at Urbana-Champaign and MBA from Columbia Business School.
Dan McKenzie covers capital goods and real estate companies. He is a member of the capital goods, energy and financials sector teams.
Mr. McKenzie began his career at H&W as a Performance Specialist and completed a three-year Research Associate program in 2010. Mr. McKenzie, a CFA® charterholder, received his BA in Economics and BS in Math/Applied Science with a Concentration in Accounting and Managerial Math from University of California, Los Angeles, and MBA from the Anderson School of Management at the University of California, Los Angeles.
Job Titles:
- Portfolio Manager
- Principal
David Green serves as a portfolio manager on the Small Cap Value, Value Opportunities and International Value portfolios. He is a member of the consumer, healthcare and technology sector teams.
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, a CFA® charterholder, received his BA in Economics from the University of California, Berkeley and is a member of Phi Beta Kappa.
Doug Campbell covers IT infrastructure, chemicals, and energy companies. He is a member of the technology and energy sector teams.
Mr. Campbell began his career in equity research as an associate at Dodge & Cox. After a short period as an entrepreneur, Mr. Campbell continued his equity research career with internships at Causeway Capital Management and Capital Group. Mr. Campbell received his BS in mathematics and economics from Stanford University and MBA from the Stanford Graduate School of Business.
Job Titles:
- Executive Chairman
- Portfolio Manager
George Davis serves as Executive Chairman and portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. He is a member of the capital goods and financials sector teams.
Prior to joining the firm in 1988, 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.
Hunter Doble serves as a portfolio manager on the Mid-Cap Value and International Value portfolios. He covers banks and other financial companies. He is a member of the financials, energy and healthcare sector teams.
Prior to joining the firm, Mr. Doble worked as an analyst for Equinox Capital Management. He also worked as an analyst at Ark Asset Management in their equity research group and as a portfolio manager's assistant in their fixed income group. Mr. Doble, a CFA® charterholder, received his BA in Economics from Georgetown University and MBA in Finance from New York University's Stern School of Business.
Jason Chan covers consumer and healthcare companies. He is a member of the consumer, healthcare and technology sector teams. In addition, Mr. Chan oversees the Hotchkis & Wiley Research Associate program.
Prior to joining the firm, Mr. Chan was a credit analyst with Silicon Valley Bank. Mr. Chan, a CFA® charterholder, received his BS in Biological Science and BS in Business Administration from the University of Southern California.
Mr. Menvielle serves as Vice President and Treasurer of the Hotchkis & Wiley Funds.
Prior to joining the firm, he was the Corporate Controller of Metropolitan West Asset Management, LLC (MetWest) and Chief Financial Officer of MWAM Distributors, LLC. Prior to his position at MetWest, he was a Senior Accountant at Deloitte & Touche, LLP. Mr. Menvielle, a CFA® charterholder and Certified Public Accountant, received his BA in Mathematics and Economics-Accounting from Claremont McKenna College. In addition, he is a member of the CFA Society of Los Angeles, Inc. and the CFA Institute.
Job Titles:
- Portfolio Manager
- Principal
Jim Miles serves as a portfolio manager on the Small Cap Value portfolios. He covers consumer companies and is a member of the consumer, healthcare and technology sector teams.
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.
Job Titles:
- Portfolio Manager
- Member of the Capital Goods Sector Team
JP Flagler is a member of the capital goods sector team where he covers aerospace & defense, automotive, and machinery companies.
Judd Peters serves as a portfolio manager on the Large Cap Fundamental Value, Large Cap Diversified Value, Small Cap Diversified Value and International Small Cap Diversified Value portfolios. He covers utilities companies and is a member of the capital goods, energy and technology sector teams.
Prior to joining the firm, Mr. Peters was an analyst in the investment banking division of Wedbush Morgan Securities. Mr. Peters, a CFA® charterholder, received his BA in Mathematics and a BS in Biochemistry from University of California, San Diego.
Job Titles:
- Investment Analyst
- Member of the Technology Sector Team
Lu Jiang covers business services and is a member of the technology sector team.
Prior to joining the firm, Ms. Jiang was a senior associate in private equity at Apollo Global Management. Before that, she worked at Carlyle Group and Barclays Capital. Ms. Jiang received her BA in Accounting & Finance from the University of Waterloo, MBA from the Wharton School, and MA in International Studies from the Lauder Institute at the University of Pennsylvania.
Mark Hudoff serves as a portfolio manager on the High Yield bond portfolios.
Prior to joining the firm, Mr. Hudoff was an Executive Vice President, portfolio manager and Head of Global High Yield investments at PIMCO. He started at PIMCO as a credit analyst for the high yield team and moved to Europe in 2000 to build and manage their European credit business, including the management of PIMCO's European High Yield strategies. Upon returning to the U.S. in 2004, Mr. Hudoff founded and developed PIMCO's Global High Yield practice, while also managing U.S. High Yield portfolios. Mr. Hudoff was formerly associated with BCA where he worked as a fixed income strategist. Mr. Hudoff received his BS in Economics from Arizona State University and MBA in Finance from the University of Chicago Graduate School of Business.
Mark Schmidt covers healthcare companies and is a member of the capital goods and healthcare sector teams.
Prior to joining the firm, Mr. Schmidt was a product manager at Guidant Corporation, a medical device manufacturer. There he was responsible for launching and marketing cardiovascular devices, including stents and pacemakers for heart failure patients. Before his work in medical devices, he was a derivatives trader for Societe Generale. Mr. Schmidt received his BS in Engineering from the University of Washington in Seattle and MBA from the University of Chicago.
Marshall Cowden covers energy, IT services and payments companies and is a member of the energy and technology sector teams.
Prior to joining the firm, Mr. Cowden was an analyst at Kleinheinz Capital Partners, a long/short equity and global macro hedge fund. He began his career as an investment banking analyst focused on mergers & acquisitions at Centerview Partners. Mr. Cowden, a CFA® charterholder, received his BBA in Finance and Business Honors from The University of Texas at Austin and MBA from Harvard Business School.
Mr. Badawi is responsible for the overall infrastructure design and operation of the Investment Technology Department.
Prior to joining the firm, Mr. Badawi served as a consultant for various organizations, including financial, non-profits, and other professional services. He also held several director and manager positions in the Technology and Healthcare industries. Mr. Badawi has several certifications in Information Technology and Cyber Security, received his MBA from Pepperdine University, and his B.S. in Information and Computer Science from the University of California, Irvine. In addition, he is an active member of the ISC2 Association, a leading cybersecurity and IT security professional organization.
Job Titles:
- Analyst
- High Yield Analyst
Michael Grigorieff serves as a High Yield analyst and member of the energy sector team.
Prior to joining the firm, Mr. Grigorieff was an associate at Columbia Financial Advisors, specializing in business valuation services. He began his career as an investment analyst with the consulting firm, RVK Inc. Mr. Grigorieff, a CFA® charterholder, received his BS in Business Administration from the University of Oregon.
Noah Mayer covers capital goods and technology companies. He is a member of the capital goods, consumer and technology sector teams.
Prior to joining the firm, Mr. Mayer was a business analyst at Capital One where he supported the president of US Credit Card Operations as an internal consultant. He began his career as a business consultant for AMS's Financials and Insurance Group. Mr. Mayer, a CFA® charterholder, received his BS in Management from the State University of New York at Binghamton, MBA from the Wharton School and MA in International Studies from the Lauder Institute at the University of Pennsylvania.
Patrick Meegan serves as a portfolio manager and member of the financials and healthcare sector teams.
Mr. Meegan began his career at H&W as an investment analyst and became portfolio manager in 2001. Prior to joining the firm, Mr. Meegan was an audit manager at Arthur Andersen and specialized in financial statement audits and advising clients on SEC reporting issues. Mr. Meegan, a Certified Public Accountant, received his BA in Business Administration from California State University, Fullerton and his MBA from the Anderson School of Management at the University of California, Los Angeles.
Job Titles:
- Portfolio Manager
- Principal
Patty McKenna serves as a portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. She covers consumer companies and is a member of the consumer and healthcare sector teams.
Prior to joining the firm, Ms. McKenna was an equity analyst at Trust Company of the West. Before entering the field of investment management, she worked for five years in corporate finance at Bankers Trust and then at Fieldstone Private Capital Group. Ms. McKenna began her career as a forensic accountant in 1983. Ms. McKenna, a CFA® charterholder, received her BA in Economics from Stanford University and MBA from Harvard Business School.
Ray Kennedy serves as a portfolio manager on the High Yield bond portfolios.
Prior to joining the firm, Mr. Kennedy was a Managing Director, portfolio manager and senior member of PIMCO's investment strategy group. At PIMCO, he headed the global high yield business along with managing and overseeing High Yield funds, bank loan trading and collateralized debt obligations. Mr. Kennedy was formerly associated with the Prudential Insurance Company of America as a private placement asset manager where he was responsible for investing and managing a portfolio of investment grade and high yield privately placed fixed income securities. Prior to that, he was a consultant for Andersen Consulting (now Accenture) in Los Angeles and London. Mr. Kennedy, a CFA® charterholder, received his BS from Stanford University and MBA from the Anderson School of Management at the University of California, Los Angeles.
Richard Mak serves as a portfolio manager on the High Yield bond portfolios.
Prior to joining the firm, Mr. Mak worked at PIMCO in multiple roles ranging from credit analyst to high yield portfolio manager, primarily focused on internal high yield funds. Prior to his position at PIMCO, Mr. Mak was an equity analyst at Epoch Partners covering telecom equipment and related technology issuers. Mr. Mak, a CFA® charterholder, received his BA in Business Economics with a minor in Accounting from the University of California, Los Angeles and MBA with emphasis in Finance and Strategy from the Anderson School of Management at the University of California, Los Angeles.
Job Titles:
- Managing Director, Head of Equity Trading
Robin Henrich is responsible for H&W's trading and trade operations which include equities, derivatives, and international securities.
Prior to joining the firm, Ms. Henrich was a junior equity trader at Engemann Asset Management and an institutional sales and trading assistant at SoundView Technology Group. Ms. Henrich received her BA in Economics from the University of California, Berkeley.
Ryan Thomes serves as a portfolio manager on the Small Cap Diversified Value and International Small Cap Diversified Value portfolios. In addition, Mr. Thomes supports the firm's investment process by managing much of the firm's quantitative and market research effort.
Prior to joining the firm, Mr. Thomes was a global equity senior research associate for Jeffrey Slocum and Associates, Inc. He began his investment career as a research analyst at Berthel Schutter LLC. Mr. Thomes, a CFA® charterholder, received his BS in Entrepreneurial Management and Finance from the University of Minnesota.
Job Titles:
- Chief Executive Officer
- Portfolio Manager
Scott McBride serves as CEO and portfolio manager on the Large Cap Fundamental Value, Large Cap Diversified Value, Global Value and Focused Global Value portfolios. He covers technology companies and is a member of the consumer, technology, healthcare and financial sector teams.
Prior to joining the firm in 2001, Mr. McBride was an associate consultant with Deloitte Consulting and worked as an investment marketing analyst with Fidelity Investments. Mr. McBride, a CFA® charterholder, received his BA in Economics from Georgetown University and MBA from Columbia University.
Scott Rosenthal serves as a portfolio manager on the Global Value, Focused Global Value and International Value portfolios. He covers insurance, metals and mining companies. He is a member of the capital goods, energy and financials sector teams.
Prior to joining the firm, Mr. Rosenthal was a member of the investment team at FLAG Capital Management where he worked to identify and evaluate fund-of-funds investment opportunities in venture capital and private equity. He began his career as an analyst with UBS' Health Care investment banking group. Mr. Rosenthal received his BA in Economics from Boston College and MBA from Columbia Business School.
Job Titles:
- Director, Human Resources
Ms. Yamasaki is responsible for the human resources function which includes talent acquisition, and is head of our Diversity, Equity, and Inclusion (DEI) Committee.
Prior to joining the firm, Ms. Yamasaki was HR Manager for a quantitative investment firm. She began her career in management roles for Marriott International and then was HR and Career Development for the Los Angeles office of Boston Consulting Group (BCG). Ms. Yamasaki has certifications in Human Resources and received her BS in Hospitality Management from California State Polytechnic University, Pomona. In addition, she is an active member of the Diversity and Inclusion Committee of the Investment Company Institute (ICI).
Job Titles:
- Portfolio Manager
- Principal
Stan Majcher serves as a portfolio manager on the Mid-Cap Value portfolio. He covers energy companies and is a member of the energy and financials sector teams.
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.
Job Titles:
- Managing Director, Portfolio Services
Tina Kodama - Chief Compliance Officer
Ms. Kodama is responsible for the firm's compliance program.
Prior to joining the firm, Ms. Kodama was a Vice President of Compliance at First Pacific Advisors, Inc. Ms. Kodama was also an Audit Manager with Price Waterhouse in the Investment Management Group and a Securities Compliance Examiner with the Securities and Exchange Commission. In addition, she has previously worked for other financial services organizations in compliance and audit-related capacities. Ms. Kodama, a CFA® charterholder and Certified Public Accountant, received her BS in Finance and Management from the University of Oregon. In addition, she is a member of the CFA Society of Los Angeles, Inc. and the CFA Institute.