Large Cap Value Investment Team

Office skyscraper Reflection in the sunlight. New York City

Portfolio Managers

Head of Value Equity

Warren Koontz, Jr., CFA
Warren Koontz, Jr., CFA

Managing Director

Information Technology

Joseph C. Esposito, CFA
Joseph C. Esposito, CFA

Managing Director

Research Analysts

Oil & Gas E&Ps, Integrateds & Refining

Neil P. Brown, CFA
Neil P. Brown, CFA

Managing Director

Infrastructure, Transports, Industrials

Brannon P. Cook
Brannon P. Cook

Managing Director

Materials, Industrials

Alina Koval
Alina Koval

Managing Director

Midstream Infrastructure

Stephen J. Maresca, CFA
Stephen J. Maresca, CFA

Managing Director

Consumer Discretionary, REITs

Christopher P. Pelinsky
Christopher P. Pelinsky

Managing Director

Media, US & European Telecommunications, Health Care

Robert Petrie
Robert Petrie

Managing Director

Oil & Gas Equipment & Svcs, Metals & Mining, Macro Commodity Analysis

Jay Saunders
Jay Saunders

Managing Director

Consumer Staples, Semiconductor Capital Equipment

Wei Zhang
Wei Zhang

Managing Director

U.S. Utilities

Insoo Kim, CFA
Insoo Kim, CFA

Managing Director

Asia-Pacific Industrials and Infrastructure

Jesse Chai, CFA
Jesse Chai, CFA

Principal, Research Analyst

Additional Analytical Support

Multi-Cap Generalist

Benjamin F. Bryan, CFA
Benjamin F. Bryan, CFA

Managing Director, Portfolio Manager

Industrials

Owuraka Koney, CFA
Owuraka Koney, CFA

Managing Director

Technology

Nick Rubinstein
Nick Rubinstein

Managing Director

REITs

Jonathan M. Shapiro
Jonathan M. Shapiro

Managing Director

Financials

Andrew M. Tucker, CFA
Andrew M. Tucker, CFA

Managing Director