Small Cap Diversified Value Fund (HWVIX)

I SHARES    A SHARES   
Investment Team

Mr. Peters and Mr. Thomes coordinate the day-to-day management of the Small Cap Diversified Value Fund portfolio. They also represent the Small Cap Diversified Value Fund to current and prospective shareholders.

Judd Peters, CFA
Portfolio Manager
17 Years with H&W
19 Years of Experience
Equity Owner
In his role as portfolio manager, Mr. Peters 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, Large Cap Diversified Value, Small Cap Diversified Value and Global Value portfolios, as well as represents these strategies to current and prospective clients. He also provides expertise and insight into the capital goods, energy and technology sectors. Prior to joining the firm, Mr. Peters was an analyst in the corporate finance department of an investment banking firm. Mr. Peters, a CFA charterholder, received his BA in Mathematics and a BS in Biochemistry from University of California, San Diego.

Ryan Thomes, CFA
Portfolio Analyst
9 Years with H&W
15 Years of Experience
Equity Owner
Mr. Thomes coordinates the day-to-day management of the Small Cap Diversified Value portfolio and represents the firm’s investment strategies to current and prospective clients. He also provides broad analytical support, creates general market and investment strategy commentaries, and acts as a liaison between the investment and client service teams. Prior to joining the firm, Mr. Thomes was a global equity senior research associate for Jeffrey Slocum and Associates, Inc., an institutional investment consultant based in Minneapolis. At Slocum, he was responsible for directing wide-ranging equity research projects as well as conducting equity investment manager due diligence. Mr. Thomes began his investment career as a research analyst at Berthel Schutter LLC, a consulting firm where he conducted equity and fixed income investment manager due diligence. Mr. Thomes, a CFA charterholder, received his BS in Entrepreneurial Management and Finance from the University of Minnesota.