Value Equity Management

Our process, which has been developed and fine-tuned over more than 40 years, ensures adherence to our strict definition of value through disciplined quantitative analysis. This aspect of the process results in consistency and uniformity of strategy.

Value Equity Team:

John Barber, CFAJohn Barber, CFA
Director, Analyst
Preston Brown, CFAPreston Brown, CFA
Managing Director, Portfolio Manager / Analyst
Ross CampbellRoss Campbell
Managing Director, Responsible Investing, Portfolio Manager / Analyst
James Carpenter, CFAJames Carpenter, CFA
Managing Director, Client Portfolio Manager
Casey Cass, CFACasey Cass, CFA
Director, Client Portfolio Manager
Matt Egenes, CFAMatt Egenes, CFA
Managing Director, Head of Client Portfolio Management—Americas
Anna EmmickAnna Emmick
Associate Analyst
David FeygensonDavid Feygenson
Managing Director, Portfolio Manager / Analyst
Bill Finnerty, CFABill Finnerty, CFA
Quantitative Analytics Specialist
Jonathan GalliganJonathan Galligan
Director, Analyst
David Ganucheau, CFADavid Ganucheau, CFA
Senior Managing Director, Portfolio Manager / Analyst
Mark GiambroneMark Giambrone
Executive Director, Head of U.S. Equities, Portfolio Manager
Joel Grant, CFAJoel Grant, CFA
Director, Analyst
Coleman Hubbard, CFAColeman Hubbard, CFA
Managing Director, Portfolio Manager / Analyst
Andrew JonesAndrew Jones
Director, Analyst
Brad KinkelaarBrad Kinkelaar
Senior Managing Director, Portfolio Manager
Pranay Laharia, CFAPranay Laharia, CFA
Managing Director, Portfolio Manager / Analyst
Cory MartinCory Martin
Chief Executive Officer / Executive Director, Equity Portfolio Manager
James McClure, CFAJames McClure, CFA
Managing Director, Portfolio Manager / Analyst
James McCormack, CFA, CIPMJames McCormack, CFA, CIPM
Director, Quantitative Analyst
Donald D. McLeeDonald D. McLee
Director, ESG Coordinator / Analyst
CJ Mozur, CFACJ Mozur, CFA
Equity Trader
Robert NasiRobert Nasi
Equity Trader
Michael Nayfa, CFAMichael Nayfa, CFA
Managing Director, Portfolio Manager / Analyst
Terry Pelzel, CFATerry Pelzel, CFA
Managing Director, Portfolio Manager / Analyst
Brian Quinn, CFABrian Quinn, CFA
Managing Director, Portfolio Manager / Analyst
Kelva RebectorKelva Rebector
Equity Trading Associate
Luis RhiLuis Rhi
Director, Portfolio Manager / Analyst
Lewis RoppLewis Ropp
Senior Managing Director, Portfolio Manager / Analyst
Aaron SkipwithAaron Skipwith
Director, Head Equity Trader
Grant Taber, CFAGrant Taber, CFA
Director, Analyst
Yousef TavakYousef Tavak
Associate Analyst
DJ Taylor, CFA, CAIADJ Taylor, CFA, CAIA
Managing Director, Portfolio Manager / Analyst
Zachary WehnerZachary Wehner
Director, Client Portfolio Manager
Patrik WibomPatrik Wibom
Managing Director, Portfolio Manager / Analyst
Rand S. Wrighton, Jr., CFARand S. Wrighton, Jr., CFA
Senior Managing Director, Head of International Equities, Portfolio Manager
Sherry Zhang, CFASherry Zhang, CFA
Managing Director, Portfolio Manager / Analyst
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