LMM Investment Team

Bill Miller, CFA

Bill Miller is the founder of LMM and currently serves as the Chairman and Chief Investment Officer and the Portfolio Manager for Opportunity Equity and Income Opportunity Strategy. Prior to LMM, Bill and his partner, Ernie Kiehne, founded Legg Mason Capital Management and served as portfolio managers of the Legg Mason Capital Management Value Trust from its inception in 1982. Bill took over as sole manager in December 1990 and served in this role for the next 20 years.

Bill was the director of research for Legg Mason from October 1981 through June 1985 and assumed overall responsibility for Legg Mason’s equity funds management division in 1990. Prior to joining Legg Mason in 1981, he served as treasurer of the JE Baker Company, a major manufacturer of products for the steel and cement industries.

Bill earned his economics degree from Washington and Lee University, where he graduated with honors in 1972. Subsequent to graduation, he served as a military intelligence officer overseas and then pursued graduate studies in philosophy in the Ph.D program at The Johns Hopkins University. He received his CFA designation in 1986. Bill is Chairman Emeritus of the Board of Trustees of the Santa Fe Institute, where he served as Chairman from 2005 to 2009. Bill owns Jake (the world’s smartest bulldog), is an avid Ravens and Orioles fan, and collects books.

Read Bill’s latest post Notes from Our 3Q 2016 Quarterly Investor Call. and more.

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Samantha McLemore currently serves as a Portfolio Manager for Opportunity Equity for LMM. Samantha has worked with Bill on Opportunity Equity for over 13 years. She started at Legg Mason Capital Management in 2002 as an analyst, was named Assistant Portfolio Manager of Opportunity Equity in 2008 and became co-Portfolio Manager in 2014. She has served as the Portfolio Manager for the Dublin-based Opportunity Fund since its 2009 launch. Samantha graduated magna cum laude from Washington & Lee University with a BS in Business Administration and Accounting, where she was a recipient of the Lewis Kerr Johnson Scholarship and the Accounting Department Scholarship. She received her CFA designation in 2005 and is a member of the Baltimore Security Analysts Society. Samantha also serves on the Board of Directors for the Next Generation Investing Conference, an event to raise funds for three local not-for-profit educational institutions. Outside of work, Samantha enjoys spending time with her daughter and son.

Read Samantha’s latest post Three Reasons to Be Invested in Opportunity Equity Right Now and more.

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Bill Miller IV joined LMM in 2013 on a full-time basis as a Portfolio Manager for the Income Opportunity Strategy, including the Miller Income Opportunity Trust. Prior to working exclusively with LMM, Bill worked at Legg Mason Capital Management since 2008 covering the specialty finance and consumer spaces with a focus on high-yielding securities. Bill earned his MBA from the Tuck School of Business at Dartmouth after working as an analyst at the management consulting firm McKinsey & Company. He graduated Phi Beta Kappa and magna cum laude from Tufts University with a degree in economics. Bill earned his CFA designation in 2011. When Bill isn’t in the office, he likes other competitive activities including tennis and poker, and he has played in the World Series Main Event. He also enjoys spending time with his family, and he believes his German Shepherd is smarter than Jake the Bulldog.

Read Bill’s latest post Planes, Trains and Newspapers – Read All About Why We Own These Names and more.

Dan Lysik

Daniel Lysik, CFA joined LMM in 2016 and currently serves as a senior portfolio manager. Daniel previously founded Pratt Capital LLC, serving as the sole manager of the Value and Concentrated Value strategies. He also served as SVP/Managing Director of the Fundamental Equity Team at PNC Capital Advisors from 2005-2009. Prior to PNC, he was a partner at Brown Investment Advisory, serving as a Large Cap Value Portfolio Manager and Senior Analyst. Daniel earned his CFA designation in 1998. He also has an MBA from Columbia Business School and a B.S. from Rutgers College with a Concentration in Finance.

Read Daniel’s latest post A Lot of “Value” in Active Investing Today and more.

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Christina Siegel joined LMM in 2013 and currently serves as a Research Analyst. Christina has a BA in Economics and Business Administration from Rhodes College in Memphis, Tenn., where she studied abroad in both Belgium and Italy, focusing on international business, politics and economics.  Christina completed a Master’s in Innovation, Entrepreneurship and Management at Imperial College in London. She previously worked as a Financial Analyst intern at Dobbs Equity Partners LLC and an Investment Research Group intern at Duncan-Williams Inc. She passed all three levels of the CFA Program in 2016 and may be awarded the charter upon completion of the required work experience. Outside of work, Christina enjoys playing golf, reading and spending time outside.

Read Christy’s latest post Avoiding Bias in DCF Analysis and more.

LMM Business Team

Neil

Neil O’Callaghan joined LMM in 2015 and currently serves as President and Chief Compliance Officer. Neil worked for Legg Mason for 18 years in a variety of roles. He served as General Counsel and Chief Compliance Officer of Legg Mason Capital Management from 2004 – 2013. He has a JD cum laude from Boston University School of Law and a BA in Economics from The College of Holy Cross.

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