Bill is co-head of the U.S. small-cap equity team, where he, along with Ryan Davies, CFA, is responsible for portfolio construction and the integrity of the team’s research process. Focused exclusively on small- and mid-cap investing, his other responsibilities include conducting 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, and he holds the Chartered Financial Analyst designation.

• Education: M.B.A., Dartmouth College–Tuck School of Business; B.S., Trinity College
• Joined the company: 2013
• Began career: 1986