Corey has over 19 years of experience in managing institutional stock portfolios and researching companies across multiple industries.
Corey serves as Co-Portfolio Manager for the Oakview Value strategy. In this role, he directs the Firm’s research, portfolio construction and risk management processes. Before joining Oakview in May 2010,
Corey spent 9 years working at Westwood Holdings Group. During his tenure at Westwood, he served on the portfolio management team for several equity products including REIT, MLP, Small Cap and SmidCap Value. During his last six years at Westwood, Corey served as one of the lead portfolio managers for the SmidCap Value strategy.
Corey graduated with a BA in Finance from Texas Tech University where he lettered on the men’s golf team.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
EPLTX | WHG Smid Cap Fund | $ M |
* Net Assets include for all classes