HWAIX – Fund Analysis – Hotchkis & Wiley Value Opps Instl | Morningstar

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Will HWAIX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HWAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the HWAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of HWAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Creative execution of an opportunistic value approach.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Hotchkis & Wiley Value Opportunities leverages the firm’s ample resources and an adaptable value style to good effect.

by Chris Tate

Rated on Mar 15, 2024 Published on Mar 15, 2024

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