Hotchkis & Wiley Small Cap Value’s contrarian profile isn’t for the faint of heart but should reward investors who are aware of its risks. Accordingly, the strategy’s I and Z share classes receive Morningstar Analyst Ratings of Bronze, with the more-expensive A and C shares rated Neutral.
Will HWSCX 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 HWSCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HWSCX 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 HWSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.