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Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

NASDAQ Financial Services Asset Management
$32.02 ▼ -0.23%
Market Cap
$2.8M
Sector
Financial Services
Industry
Asset Management
Beta
0.58
52-Wk Range
25.491-32.154
CEO
Country
US
Currency
USD

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 $32.02, down 0.23% on the session, giving a market capitalisation of $2.8M. Its beta of 0.58 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ Global Select
Employees
IPO date
2025-03-31
Headquarters
Los Angeles, CA, US
About Hotchkis & Wiley SMID Cap Diversified Value Fund

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.

Comparable companies

Hotchkis & Wiley SMID Cap Diversified Value Fund is most often compared with the following Financial Services names:

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