Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)
Hotchkis & Wiley SMID Cap Diversified Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Los Angeles, CA, US. The stock last traded at $30.26, up 0.80% on the session, giving a market capitalisation of $2.7M. Its beta of 0.57 implies it has historically moved less than the broad market.
The Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an exchange-traded fund (ETF) managed by Hotchkis & Wiley Capital Management, LLC. Established on March 31, 2025, this fund aims to invest in undervalued companies across the small-to-mid-capitalization spectrum. Specifically, it targets businesses with market values similar to those included in the Russell 2000 Index and the Russell Midcap Index. The portfolio is constructed through a diligent, bottom-up security selection process, driven by thorough fundamental analysis.
Hotchkis & Wiley SMID Cap Diversified Value Fund is most often compared with the following Financial Services names: