A showcase of Hotchkis & Wiley’s capabilities. Hotchkis & Wiley Value Opportunities taps into the best of the firm’s personnel and against-consensus approach.
Hotchkis & Wiley Opportunities Fund ETF Class HWO
Morningstar’s Analysis HWO
Will HWO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Workday Inc Class A | 8.48 | 84M | Technology |
Telefonaktiebolaget L M Ericsson ADR | 5.54 | 55M | Technology |
Microsoft Corp | 4.67 | 46M | Technology |
Aptiv PLC | 4.33 | 43M | Consumer Cyclical |
CDW Corp | 4.14 | 41M | Technology |
Fuso Chemical Co Ltd | 3.72 | 37M | Basic Materials |
SLM Corp | 3.44 | 34M | Financial Services |
Dominion Energy Inc | 3.37 | 33M | Utilities |
PPG Industries Inc | 3.27 | 32M | Basic Materials |
APA Corp | 2.91 | 29M | Energy |