Mid-Cap Value Fund (HWMIX)

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Investment Team

Mr. Davis and Mr. Majcher coordinate the day-to-day management of the Mid-Cap Value Fund portfolio. Mr. Miles participates in the investment research review and decision-making process and represents the Mid-Cap Value Fund to current and prospective shareholders.

George Davis, Jr.
Chief Executive Officer, Portfolio Manager and Principal
29 Years with H&W
33 Years of Experience
Equity Owner
In his role as portfolio manager, Mr. Davis plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Large Cap Fundamental Value and Large Cap Diversified Value portfolios, as well as represents the firm’s investment strategies to current and prospective clients. He also provides expertise and insight into the capital goods and financials sectors. Prior to joining the firm, 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.

Stan Majcher, CFA
Portfolio Manager and Principal
21 Years with H&W
24 Years of Experience
Equity Owner
In his role as portfolio manager, Mr. Majcher plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Mid-Cap Value and Hedged Value portfolios and represents these strategies to current and prospective clients. He also provides expertise and insight into the energy and financials sectors. 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.

Jim Miles
Portfolio Manager and Principal
22 Years with H&W
29 Years of Experience
Equity Owner
In his role as portfolio manager, Mr. Miles plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap Value portfolios and represents the firm’s investment strategies to current and prospective clients. He also provides expertise and insight into the consumer and technology sectors. 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.