HWSZX – Fund Analysis – Hotchkis & Wiley Small Cap Value Z | Morningstar

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Will HWSZX outperform in the future?

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Process Pillar

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

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

A contrarian value play.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Hotchkis & Wiley Small Cap Value is guided by a diligent team willing to pursue an against-consensus approach.

by Chris Tate

Rated on Apr 27, 2026 Published on Apr 27, 2026

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