Small Cap Value Fund (HWSIX) - Limited Availability

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Investment Team

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

David Green, CFA
Portfolio Manager and Principal
20 Years with H&W
27 Years of Experience
Equity Owner
In his role as portfolio manager, Mr. Green plays an integral part in the investment research review and decision-making process. He coordinates the day-to-day management of Small Cap Value, Value Opportunities and International Value portfolios, as well as represents these strategies to current and prospective clients. He also provides expertise and insight into Special Situations. 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's investment experience is focused primarily on analysis of publicly traded equities. Mr. Green, a CFA charterholder, received his BA in Economics with honors from the University of California, Berkeley and is a member of Phi Beta Kappa.

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.