William A. Muggia
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President, Chief Executive Officer and Chief Investment Officer
“Our focus is finding valuable franchises that are misunderstood by our competitors and our peers.”
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Scott R. Emerman, CFA
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Partner
“How companies in the Consumer Discretionary space are able to deal with rising input costs will determine the winners and the losers in the current environment. Strong brands with real pricing power will stand out against a back drop of higher costs.”
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Robert T. Flores
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Managing Partner
“There is never a dull moment covering technology; the industry is constantly changing. The prolific development of technology—for both business and consumer markets—that gives access to data and applications anywhere, anytime, on any device is driving exciting innovation.”
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William R. Gilchrist
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Partner
“We have a group of smart, hardworking, confident investment team members. They are strong in their convictions and ideas, but are willing to acquiesce if the facts change.”
Gilly's Full Bio »
Bruce N. Jacobs, CFA
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Managing Partner
“I love the innovation in the medical technology industry. With vast unmet medical needs, and a clear mandate to reduce health care costs, there are endless opportunities for companies to innovate and bring new products to market. As a result, the maturation of companies’ new product pipelines creates exciting investment opportunities.”
Bruce's Full Bio »
Garth W. Jonson, CFA
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Vice President
“Westfield represents something fairly unique in the investment business: a truly collaborative environment. References to being part of a team are almost always overplayed, but the culture here really does feel like we’re all pulling on the same oar, striving toward a common goal.”
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Richard D. Lee, CFA
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Managing Partner, Deputy Chief Investment Officer
“The level of innovation and pace of change in the technology sector has never been higher. This will drive an even wider bifurcation between winners and losers; therefore, it has never been more important to be exposed to the right end markets, product cycles and customers. ”
Rich's Full Bio »
Paul D. McHugh
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Director of ESG Research
“Sustainability factors – economic, environmental, social and governance criteria – help drive a company’s returns over the long term. Companies that embed sustainability into their business strategy are more innovative and are able to generate incremental growth opportunities, enhance operating efficiencies, and reduce risk. In short, it’s a proxy for management quality. ”
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Ethan J. Meyers, CFA
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Managing Partner, Director of Research
“Information changes every day. The challenge of investing is to anticipate how that information is going to impact the companies in which we are investing.”
Ethan's Full Bio »
John M. Montgomery
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Managing Partner, Portfolio Strategist & COO
“The Committee Process is unique in that it allows the analysts to enjoy the intrinsic rewards of being a relative expert in a given field while contributing meaningfully to the debate around all portfolio holdings.”
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Michael T. Poe
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Senior Security Analyst
“Nearly all Financial Services companies are impacted by a constantly shifting macro environment and an evolving regulatory landscape. The ability to combine an understanding of these trends with fundamental bottom-up stock selection will lead to out sized investment returns within the Financials space.”
Michael's Full Bio »
Matthew R. Renna
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Senior Security Analyst
“Pharma and Biotech R&D productivity is finally on the rise, yielding exciting new product cycles to drive industry growth. Couple that with a resurgence in M&A activity to leverage existing infrastructure, and we are seeing tremendous opportunities to generate investment returns within the therapeutics space.”
Matthew's Full Bio »
D. Hamlen Thompson
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Managing Partner
“The continued development of emerging market economies and the continuation of the commodities cycle will have the greatest influence on the markets for the foreseeable future.”
Ham's Full Bio »
