OUR STAFF

Mr. Dodge is the Chairman of the firm's Investment Committee. Prior to joining Fox, he founded and operated Nine Gates Capital (Delaware) from 2003 to 2005. From 1999 to 2002 he was President and Chief Equity Investment Officer of Delaware Investment Advisers, Inc. From 1996 to 1998 he served as President, Director of Marketing, and senior portfolio manager of Marvin & Palmer Associates in Wilmington, DE. From 1991 to 1996, he served as Chairman of the investment policy committee, Chief Investment Strategist, Co-Chairman of the Stock Selection Committee, and Assistant Director of Research for Dean Witter in New York City. From 1983 to 1991, he was a senior portfolio manager and senior equity analyst with E.I. du Pont de Nemours Pension Fund. Previously he was Senior Vice President and Chief Trust Investment Officer with National Bank of Washington in Washington, D.C. Mr. Dodge co-authored, The High Performance CFO, Irwin Publishing 1995, has been widely quoted in the financial press and has appeared on CNBC, CNN’s Moneyline with Lou Dobbs, Wall Street Week with Louis Rukeyser, and CNN’s Crossfire. Mr. Dodge served honorably in the United States Marine Corps from 1969-1971.

Mr. Dodge earned his BBA in Marketing and MBA in Business and Finance from the University of Massachusetts. He was named the School of Management’s Alumnus of the Year in 1995 and served on the Investment Committee of the University Endowment Fund. He is a CFA charterholder and a member of the CFA Institute and the Philadelphia Society of Security Analysts.

Mr. Daniels is a Managing Director and Director of Research and a member of the firm's Investment Committee. Prior to joining Fox, Brad was a Senior Equity Analyst on the Rorer Mid Cap Relative Value Portfolio at Rorer Asset Management in Pennsylvania. Previously, he worked at Schlarbaum Capital Management, LP and contributed a chapter recently to J. Clay Singleton’s book Core-Satellite Portfolio Management. Earlier he spent six years as a Lead Portfolio Manager at Miller, Anderson & Sherrerd/Morgan Stanley and began his career at Kidder Peabody & Co, as a Quantitative Analyst.

Mr. Daniels earned a BA in Applied Mathematics from the University of Pennsylvania and an MBA from The Wharton School, University of Pennsylvania. In addition he is a CFA charterholder, a member of the CFA Institute and is a member of the CFA Society of Philadelphia.

Mr. Edler is a Managing Director and a member of the firm’s Investment Committee. He is the lead manager of the fixed income effort and is involved in all areas of equity research. Mr. Edler manages equity, balanced and fixed income portfolios. He was formerly a Vice President and portfolio manager for J.P. Morgan & Co., where he was part of the three-member team which managed the firm’s proprietary $30 billion U.S. Fixed Income Portfolio. The portfolio consisted of mortgage-backed securities, corporate debt instruments and asset-backed securities and maintained a neutral duration utilizing interest-rate swaps and U.S. Treasuries. Previously, Mr. Edler worked on the syndicate desk of J.P. Morgan Securities and began his career as a manager in the firm’s mergers and acquisitions division.

Mr. Edler graduated cum laude from Harvard University with an AB in Economics. He is a CFA charterholder and a member of the CFA Institute and the New York Society of Security Analysts.

Mr. Greene is a Managing Director and a member of the firm’s Investment Committee. He is the lead manager of the small-cap, mid-cap and smid-cap products. Prior to joining Fox, Mr. Greene was a Research Analyst responsible for the financial services and retail/consumer products industries in addition to being Head of Trading at Chris Blair Asset Management. Previously, he was a Vice President and Senior Position Trader in the Equity Trading department at Merrill Lynch. Before entering the financial industry, Mr. Greene was a First Lieutenant in the United States Marine Corps.

Mr. Greene holds a BS in Finance from Boston College and an MBA in Finance and Accounting from New York University. In addition, he is a CFA charterholder and a member of the CFA Institute and the New York Society of Security Analysts.

Mr. Ohlmuller is a Principal and a member of the firm’s Investment Committee. He was formerly a Vice President and research analyst at Goldman Sachs & Co., where he covered the healthcare facilities sector. Prior to joining Goldman Sachs, Mr. Ohlmuller followed the retail sector at Morgan Stanley. He began his career at Standard & Poor’s as an analyst, following the regional banking, insurance and REIT industries in its Equity Research Department.

Mr. Ohlmuller received a BA in Political Science and an MBA in Finance from Loyola College in Maryland. He is a CFA charterholder and a member of the CFA Institute and the New York Society of Security Analysts.

Mr. Feaster serves as head trader at the firm. He manages all aspects of trading for the firm’s institutional clients, specializing in equity, fixed income and option trading. Mr. Feaster is also a fixed income analyst. Prior to joining Fox, Mr. Feaster was an investment officer at Daiwa Bank Trust Company, a domestic commercial bank, and spent two years as a money market trader for the bank.

Mr. Feaster earned a BS degree in Business Administration with a concentration in Finance from Fordham University and an MBA from Rutgers University.

Mr. Howarth is a Senior Vice President and Assistant Portfolio Manager for the firm’s Fixed Income Portfolios. Prior to joining Fox, Bill was a Senior Portfolio Manager, Taxable Fixed Income – Corporate Sector Specialist at The Dreyfus Corporation. His primary focus during his 13 years at Dreyfus was on the corporate bond sector where he was responsible for issue selection, credit research, sector allocation, as well as sector rotation in corporate bonds. In addition to corporate bonds, Bill also specialized in cross over credits, high yield, preferred and convertible securities. He was part of a team that was responsible for over $10 billion in client assets and the recipients of Lipper Awards for Top performance during his tenure.

Mr. Howarth earned his BS from the University of Scranton and his MBA in Management Information Systems from St. Peters College.

Mr. Milmore is a Vice President and member of the firm’s Investment Committee. He was formerly a Manager of International Treasury at Cendant Corporation. Prior to joining Cendant, Mr. Milmore was a Vice President and Senior Equity Research Analyst at Arnhold & S Bleichroeder covering the airline and internet travel sectors. Previously, Mr. Milmore followed the retail, textile, apparel, and footwear sectors at Morgan Stanley Dean Witter. He began his career in International Securities Lending at Bankers Trust Company.

Mr. Milmore holds a BS in Finance with distinction from The Pennsylvania State University and a MBA from the University of Notre Dame. He is a CFA charterholder and a member of the CFA Institute.

Mrs. Castillo is an Assistant Vice President and member of the firm’s Research Group. She provides research support to the firm’s Investment Committee including performance attribution analysis, company screening and quantitative analysis. Prior to joining Fox, Mrs. Castillo was a Staff Accountant at Bradco Supply Corporation.

Mrs. Castillo earned a BS in Accounting from York College of Pennsylvania.

Ms. Halligan is an Assistant Vice President and member of the firm’s Research Group. She provides support to the firm’s Investment Committee in equity research. Ms. Halligan is involved with analytical research systems integration with an emphasis in attribution analysis and equity screening. Prior to joining Fox, Ms. Halligan was Supervisor of Managed Accounts with Pershing LLC.

Ms. Halligan earned a BS in Business Administration with a concentration in Marketing from West Virginia University.

Mr. Kurtisi is an Assistant Vice President and a member of the firm’s Research Group. He provides research recommendations and follows various sectors and industries in the firm’s investment universe. In addition, he performs attribution analysis and helps to maintain various fund specific screen metrics and models. Prior to joining Fox, Mr. Kurtisi was in Investment Analyst at Prudential Investments.

Mr. Kurtisi graduated Seton Hall University’s honors business program magna cum laude where he earned a BS in Business Administration with a concentration in Finance.

Mr. Massey is a member of the firm's Research Group where he provides support to the Investment Committee in the area of fixed income research. Prior to joining Fox, Andrew consulted at Northern Trust Global Investments and 1867 Capital Management, LLC while pursuing a diploma in the Credit Analysis program at New York University. Previously he worked at Spear, Leeds & Kellogg in the Fixed Income Division as a High Yield/Distressed Institutional Sales Associate as well as on the fixed income electronic and investment grade trading desks.

Mr. Massey graduated from the University of Virginia, where he earned a Bachelor of Arts in History. In addition, he earned his Chartered Financial Analyst Designation and is a member of the CFA Institute.