Our Team
INVESTMENT TEAM
We believe our philosophy to be sound and our strategy unique, but it is only repeatable if research personnel have the right temperament to maintain discipline in volatile markets. While it is warmer in the herd, we don’t think that alpha resides there. And our personnel are encouraged to stray to wherever our bottom-up research leads. Our style of disciplined, contrarian, value investing requires fiercely independent thinking, conviction, and patience to stay the course when it is difficult to do so.
Ryan Batchelor, CFA
Portfolio Manager & CIO, Principal
Ryan is a Co-founder and Portfolio Manager at Clifford Capital Partners. Prior to founding Clifford Capital in 2010, he served three years as a Senior Equity Analyst at Wells Capital Management where he was a generalist, scouring all sectors of the market but also had specific responsibility for the financial services sector.
Before joining Wells Capital Management in 2007, he was an Equity Strategist and Analyst with Morningstar where he served as specialty finance analyst and team leader.
In addition to his years of experience in equity portfolio management and analysis, he also worked for three years at KPMG as an auditor.
He graduated summa cum laude from Brigham Young University – Hawaii with a B.S. in Accounting and received his M.B.A. with an emphasis in Finance from the Marriott School of Management at Brigham Young University. He holds the Chartered Financial Analyst® designation and is a Certified Public Accountant (CPA).
Roger Hill
President & CEO, Principal
Roger is the President and CEO of Clifford Capital Partners. Prior to joining Clifford in 2019, he spent fifteen years in various sales and leadership positions at William Blair.
Before joining William Blair in 2004, he spent six years at Wasatch Advisors managing the firm’s intermediary distribution business in the eastern United States.
In addition to his 25 years of experience in institutional investment management, he also worked as an educational consultant for one year outside Tokyo, Japan and three years in Taipei Taiwan.
He graduated magna cum laude from the University of Hawaii at Manoa with a B.A. in Chinese and Economics and received his M.B.A from the Wharton School at the University of Pennsylvania.
Allan Nichols, CFA
Portfolio Manager, Principal
Allan is a Portfolio Manager and Principal at Clifford Capital Partners. Prior to joining Clifford in 2019, he spent fifteen years at Morningstar as a Senior Equity Analyst with a focus on Europe, living in the Netherlands for three years to establish the firm’s European office for equity analysts.
Before joining Morningstar in 2004, he was a Senior Equity Analyst and Portfolio Manager at Kirr, Marbach & Co., working on the firm’s international equity team.
He graduated from the University of Utah with a B.S. in Finance with an emphasis in investments and received his M.B.A. from Indiana University with an emphasis in Finance and Economics. He holds the Chartered Financial Analyst® designation.
David Passey, CFA
Research Analyst, Principal
David is a Research Analyst and Principal at Clifford Capital Partners, where he assists the portfolio manager in the areas of portfolio review, new investment idea generation and valuation model creation. Prior to his current position at Clifford, he assisted the firm’s start-up operations as an intern in 2010.
In addition to his experience at Clifford Capital Partners, he also worked as an International Project Analyst intern for Itaú-Unibanco in Sao Paulo, Brazil.
He graduated summa cum laude from Utah State University in 2010 with a B.S. in Finance and Economics and minors in International Business and International Studies. He holds the Chartered Financial Analyst® designation.
Matthew Davis
Research Associate
Matthew Davis is a Research Associate at Clifford Capital Partners. He assists the portfolio manager with ongoing research of current and prospective investments. Prior to joining Clifford in 2022, Matthew worked as an intern for Hawker Capital, a Utah-based startup hedge fund, and as Controller for Ridge Rock, Inc., a construction company in the Salt Lake City area. Matthew is a CFA Level II Candidate. He has a B.A. in Communications from Brigham Young University.
PORTFOLIO TEAM
Clifford Capital Partners prides itself on transparency. To that end, our portfolio team strives to approach a partnership with clients that is customized, creative, and responsive. We believe long-term investment relationships are a win-win for both manager and client; particularly in value equities where adhering to a consistent discipline is critical to investment success. Understanding client needs combined with open, consistent, and timely communication, particularly in volatile markets, is the priority of our Portfolio Team.
Heather Bryce
Chief Operating Officer, Principal
Heather is the Chief Operating Officer and a Principal at Clifford Capital Partners, overseeing and coordinating the firm’s general operations. Prior to joining Clifford in 2015, she worked for Brigham Young University as an Academic Products Manager.
Before joining Brigham Young in 2008, she worked as the Assistant Chief Operations Officer for Charles River Computers managing the firm’s staff and procedures. Prior to that, she worked as an Analyst and Portfolio Assistant for City of London Investment Management.
She graduated from Brigham Young University with a B.A. in Communications and received her M.B.A. with an emphasis in Finance from the Marriott School of Management at Brigham Young University where she was distinguished as both a Hawes and Eccles Scholar.
Louie Fetch
Vice President, Advisor Services
Louie is Vice President of Advisor Services, where he manages advisor relationships and client service in the intermediary distribution group. His primary focus is on the growth of the mutual fund business. He also supports digital marketing campaigns, CRM management, and Clifford’s overall marketing strategy.
Before joining Clifford in May 2021, Louie spent 6 years with William Blair where he was responsible for intermediary distribution and client service of Blair’s funds to advisors in the West. Prior to William Blair, he spent two years at Invesco marketing their investment products to advisors in the West. Before moving to investment/asset management, Louie was in private wealth at PNC Investments, assisting private clients with their investment needs and financial planning.
Louie has a Bachelor of Science from Miami University in Economics.
Kristina Long
Operations Analyst
Kristina is an Operations Analyst at Clifford Capital Partners, assisting the Chief Operating Officer in the firm’s daily operations. Prior to joining Clifford in 2019, she co-owned and worked for Myles High Restoration as Office Manager where she oversaw all vendor compliance reporting and managed the company’s employees and operations.
Kristina has also worked as a research assistant for The United States Air Force Academy’s Concussion Testing Program, and in the medical field for Taylor Medical.
Kristina also uses her organizational skills serving in charitable and educational organizations.
Harvey E. Olsingch
Chief Financial Officer/ Chief Compliance Officer
Harvey is the Chief Financial Officer and Chief Compliance Officer at Clifford Capital Partners. Prior to joining Clifford in 2022, he worked for the Lake Elsinore Unified School District in Southern California as a Director of Finance managing a $250 million budget for 23 school sites and ensuring compliance reporting to both the California Department of Education and U.S. Department of Education.
Harvey has over 20 years of extensive experience working in the private sector as a finance professional for both public and non-publicly traded companies in the software (PacketVideo, a subsidiary of Nextwave Wireless), medical device (Alphatec Holdings) and manufacturing (Prime-Line Products) industries.
Harvey began his career as an auditor for Deloitte for five years, three of which he spent in Micronesia, where he performed financial and compliance audit for island state government’s such as the Republic of Palau, Government of Guam, Commonwealth of Northern Mariana Islands, Federated States of Micronesia and the Republic of Marshall Islands. These island nations received extensive funding from the United States Government and were required to be audited in accordance with OMB Circular A-133 Single Audits. He also worked in the Deloitte office in Costa Mesa, California for two years where he audited non-public and publicly traded companies in the retail, health & life sciences and manufacturing industries.
Harvey graduated from Brigham Young University-Hawaii in 1999 with a B.S. in Accounting. He has a certified Chief Business Official (CBO) designation through the California Association of School Business Officials (CASBO).
Paul Black, Managing Director, Co-CEO, WCM Investment Management
Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and with Bank of America. At WCM, Paul has helped define the firm’s investment strategy and pilot the firm’s direction. In addition to his active role in portfolio management, he has also served as a client liaison for the communication of the firm’s investment thinking. Paul earned his B.S. in Finance from California State University, San Diego.
Gary L. Rozier, Managing Director, Oak Street Real Estate Capital, LLC
Gary Rozier serves as Managing Director at Oak Street Real Estate Capital, LLC in Chicago, IL. Gary leads the Investor Relations and Institutional Marketing team for the firm, which is responsible for investor communications, capital raising and client servicing.
Prior to joining Oak Street Real Estate Capital, Gary served as Senior Vice President at Ariel Investments for 14 years where he was responsible for institutional business development and client services. Prior to joining Ariel, Gary spent 5 years with Rydex Investments, holding multiple positions in shareholder services and financial advisor sales before being promoted to regional vice president where he oversaw product development and distribution across nine states in the Midwest.
Gary serves on the board of directors for City Colleges of Chicago Foundation, National Equity Fund and American Red Cross Chicago. Additionally, he is a trustee for Frances Xavier Warde School and a 2011 Leadership Greater Chicago fellow. Gary earned a bachelor’s degree in Economics from the University of Maryland, where he serves on its Board of Visitors, Economics Leadership Council and was a captain of the rugby team.
Dick Weiss, Portfolio Manager (retired)
Dick Weiss was the Select Equity portfolio manager at Wells Capital Management before retiring in November of 2020. Dick joined Wells Capital Management following its acquisition of Strong Capital Management in 2004. Prior to the merger, Dick was vice chairman and CIO of Strong. He served as portfolio co-manager of the Strong Advisor Common Stock Fund and the Strong Opportunity Fund. Prior to this, he was a portfolio manager and partner at Stein Roe & Farnham in Chicago where he began his career, starting as a research analyst in 1975.
Dick earned a bachelor’s degree in business administration from the University of Southern California and a master’s degree in business administration, graduating with distinction, from the Harvard Graduate School of Business Administration. His investment knowledge and expertise have earned him several distinctions. In 1996 and 1997, Barron’s named Dick one of the “Top 100 Fund Managers.” In 2000, he was named “Manager of the Decade” by Money magazine and was named to Money’s “2002 Ultimate Investment Club.” Dick has consistently received Lipper’s No. 1 ranking for both the Common Stock Fund and Opportunity Fund for periods of five, 10, and 15 years, respectively.
Born in El Paso, raised in Southern California, Dick spent most of his career in Chicago and now resides in Florida. Dick is married to Mary Beth Weiss and has two married children and six grandchildren.
