An Unprecedented Opportunity in Value
Tuesday, April 21, 2020
2:00 PM EDT | 11:00 AM PDT
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Large-cap and growth stocks have outperformed small-cap and value to a nearly unprecedented level in recent years. Hotchkis & Wiley reviews the historical performance of value relative to growth, and why the current valuation differential creates a compelling opportunity for value investors.
CEO and Portfolio Manager
Hotchkis & Wiley
George Davis serves as CEO and is responsible for setting the firm’s strategic direction. Mr. Davis also serves as a portfolio manager on the Large Cap Fundamental Value and Large Cap Diversified Value portfolios. He is a member of the capital goods and financials sector teams.
Prior to joining Hotchkis & Wiley in 1988, 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.
Ryan Thomes, CFA
Hotchkis & Wiley
Ryan Thomes serves as a portfolio manager on the Small Cap Diversified Value portfolio. In addition, Mr. Thomes supports the firm’s investment process by managing much of the firm’s quantitative and market research effort.
Prior to joining the firm, Mr. Thomes was a global equity senior research associate for Jeffrey Slocum and Associates, Inc. He began his investment career as a research analyst at Berthel Schutter LLC. Mr. Thomes, a CFA charterholder, received his BS in Entrepreneurial Management and Finance from the University of Minnesota.
CEO and Founder
Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.