Value Equity Management

Our process, which has been developed and fine-tuned over more than 30 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, Equity Analyst
Preston Brown, CFAPreston Brown, CFA
Director, Portfolio Manager / Analyst
Ross CampbellRoss Campbell
Director, Responsible Investing, Portfolio Manager / Analyst
James Carpenter, CFAJames Carpenter, CFA
Director, Client Portfolio Manager
TJ Carter, CFA, CPATJ Carter, CFA, CPA
Managing Director, Equity Portfolio Manager / Analyst
Casey Cass, CFACasey Cass, CFA
Director, Client Portfolio Manager
Matt Egenes, CFAMatt Egenes, CFA
Managing Director, Client Portfolio Manager
Jonathan Evans, CFAJonathan Evans, CFA
Director, Equity Analyst
David FeygensonDavid Feygenson
Director, Equity Portfolio Manager / Analyst
Bill Finnerty, CFABill Finnerty, CFA
Quantitative Analytics Specialist
Jonathan GalliganJonathan Galligan
Director, Equity Analyst
David Ganucheau, CFADavid Ganucheau, CFA
Senior Managing Director, Equity Portfolio Manager / Analyst
Mark GiambroneMark Giambrone
Senior Managing Director, Equity Portfolio Manager / Analyst
Christopher HathornChristopher Hathorn
Director, Equity Analyst
Coleman Hubbard, CFAColeman Hubbard, CFA
Managing Director, Equity Portfolio Manager / Analyst
Andrew JonesAndrew Jones
Director, Equity Analyst
Dhruv Khade, CFADhruv Khade, CFA
Associate Equity Analyst
Brad KinkelaarBrad Kinkelaar
Senior Managing Director, Equity Portfolio Manager
Pranay Laharia, CFAPranay Laharia, CFA
Director, Equity Analyst
Dawson Liu, CFADawson Liu, CFA
Associate Equity Analyst
Cory MartinCory Martin
Chief Executive Officer / Executive Director, Equity Portfolio Manager
James McClure, CFAJames McClure, CFA
Managing Director, Equity Portfolio Manager / Analyst
James McCormack, CFA, CIPMJames McCormack, CFA, CIPM
Director, Quantitative Equity Analyst
Donald D. McLeeDonald D. McLee
Director, ESG Coordinator, Equity Analyst
Eric Micek, CFAEric Micek, CFA
Director, Equity Analyst
CJ Mozur, CFACJ Mozur, CFA
Equity Trader
Robert NasiRobert Nasi
Equity Trader
Michael Nayfa, CFAMichael Nayfa, CFA
Managing Director, Equity Portfolio Manager / Analyst
Terry Pelzel, CFATerry Pelzel, CFA
Managing Director, Equity Portfolio Manager / Analyst
Brian Quinn, CFABrian Quinn, CFA
Managing Director, Equity Portfolio Manager / Analyst
Luis RhiLuis Rhi
Director, Equity Portfolio Manager / Analyst
Lewis RoppLewis Ropp
Senior Managing Director, Equity Portfolio Manager / Analyst
Jared Shojaian, CFAJared Shojaian, CFA
Equity Analyst
Aaron SkipwithAaron Skipwith
Director, Equity Trader
Yousef TavakYousef Tavak
Associate Equity Analyst
DJ Taylor, CFA, CAIADJ Taylor, CFA, CAIA
Managing Director, Portfolio Manager / Analyst
Patrik WibomPatrik Wibom
Director, Portfolio Manager / Analyst
Rand S. Wrighton, Jr., CFARand S. Wrighton, Jr., CFA
Senior Managing Director, Equity Portfolio Manager / Analyst
Sherry Zhang, CFASherry Zhang, CFA
Managing Director, Equity Portfolio Manager / Analyst