Show more Show less
Bill’s responsibilities include portfolio construction and overseeing the integrity of the research process for the U.S. small cap equity team. He focuses exclusively on small- and mid-cap investing, and his additional responsibilities include fundamental research on companies in the consumer discretionary, financials and utilities sectors. Prior to joining the firm, Bill spent 15 years investing in U.S. small-cap equities at UBS Global Asset Management. Previously, he invested in private debt and equity for The Travelers Companies, where he financed expansion, buyouts, recapitalizations, and spin-offs. Bill initiated some of Travelers’ earliest non-U.S. investments and represented the company on two private equity fund advisory boards. Bill holds the Chartered Financial Analyst designation.
- Education: B.S., Trinity College; M.B.A., Dartmouth College–Tuck School of Business
- Joined the company: 2013
- Began career: 1986