Hotchkis & Wiley Value Opportunities' recent results revealed its shortcomings, but it remains an intriguing satellite option. The fund's institutional, A, and Z share classes earn a Morningstar Analyst Rating of Bronze and the C shares are rated Neutral.
Will HWACX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWACX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HWACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HWACX’s parent organization’s priorities and whether they’re in line with investors’ interests.