Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX) Research
The fund's primary objective is to achieve substantial growth in capital. It strategically allocates investments across a broad spectrum of equity holdings, including common, preferred, and convertible stocks, irrespective of the company's market valuation. Additionally, it invests in fixed-income assets, ranging from high-quality investment-grade bonds to more speculative, higher-yielding debt instruments often referred to as "junk bonds." The fund actively seeks out companies whose future potential is either misjudged or not fully valued by the broader market. Utilizing a rigorous fundamental value investing strategy, it aims to capitalize on market inefficiencies that arise from illogical investor behavior. This particular fund operates as a non-diversified portfolio.
Market snapshot
- Symbol
- HWAAX
- Price
- $43.27
- Day change
- -0.28%
- Market cap
- $911.6M
- 52-week range
- 39.25-46.17
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- CLARKSTON FOUNDERS FUND, Institutional Class (CIMDX)
- ClearBridge Energy Midstream Opportunity Fund Inc (EMO)
- FAM Dividend Focus Fund Investor (FAMEX)
- Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX)
- Federated Hermes International Strategic Value Dividend Fund A (IVFAX)
- Federated Hermes International Strategic Value Dividend Fund Class IS (IVFIX)
- MSIF International Opportunity Fund Class A (MIOPX)
- PIMCO Preferred and Capital Securities Fund Class A (PFANX)
Open Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.