HWMIX – Fund Analysis – Hotchkis & Wiley Mid-Cap Value I | Morningstar

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Will HWMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

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

The People Pillar is our evaluation of the HWMIX 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 HWMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

True to its value label.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Hotchkis & Wiley Mid-Cap Value’s high-conviction approach won’t be for everyone but should reward those willing to withstand its risks.

by Chris Tate

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

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