Value Opportunities Fund (HWAIX)

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Investment Team

Mr. Davis and Mr. Green coordinate the day-to-day management of the Value Opportunities Fund portfolio. They also represent the Value Opportunities 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.

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.