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Hotchkis & Wiley Small Cap Value I HWSIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hotchkis and Wiley Investment Hub

Morningstar’s Analysis HWSIX

Will HWSIX outperform in future?

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

Process Pillar

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

People Pillar

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

A bold strategy that has rewarded patient investors.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Hotchkis & Wiley Small Cap Value’s aggressive portfolio carries a lot of risk, but its seasoned investment team has capably steered it over the long run. The strategy’s cheapest share classes receive Morningstar Analyst Ratings of Bronze, while its pricier ones get Neutral.

by Paul Ruppe
Rated on Published on

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