Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX)
Hotchkis & Wiley Value Opportunities Fund Class Institutional operates in the Asset Management industry of the Financial Services sector, headquartered in Los Angeles, CA, US. The stock last traded at $46.81, down 0.59% on the session, giving a market capitalisation of $902.0M. Its beta of 0.70 implies it has historically moved less than the broad market.
The Hotchkis & Wiley Value Opportunities Fund Class Institutional seeks to achieve long-term capital appreciation. Its portfolio typically comprises a diverse range of equity securities, including common, preferred, and convertible shares from companies of varying market capitalizations. Additionally, it invests in both high-quality (investment-grade) and higher-risk, higher-yielding ("junk") fixed-income instruments. The fund's approach focuses on identifying businesses whose future potential is either underestimated or not fully grasped by the wider market. It implements a fundamental value investment methodology designed to capitalize on market inefficiencies arising from emotional or illogical investor behavior. Notably, the fund operates as a non-diversified portfolio.
Hotchkis & Wiley Value Opportunities Fund Class Institutional is most often compared with the following Financial Services names: