Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX) Research
The Hotchkis & Wiley Value Opportunities Fund Class Institutional seeks to achieve long-term capital appreciation. Its portfolio typically comprises a diverse range of equity securities, including common, preferred, and convertible shares from companies of varying market capitalizations. Additionally, it invests in both high-quality (investment-grade) and higher-risk, higher-yielding ("junk") fixed-income instruments. The fund's approach focuses on identifying businesses whose future potential is either underestimated or not fully grasped by the wider market. It implements a fundamental value investment methodology designed to capitalize on market inefficiencies arising from emotional or illogical investor behavior. Notably, the fund operates as a non-diversified portfolio.
Market snapshot
- Symbol
- HWAIX
- Price
- $43.28
- Day change
- -0.28%
- Market cap
- $892.6M
- 52-week range
- 39.31-46.19
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- CLARKSTON FOUNDERS FUND, Institutional Class (CIMDX)
- Columbia Emerging Markets Fund Class A (EEMAX)
- ClearBridge Energy Midstream Opportunity Fund Inc (EMO)
- FAM Dividend Focus Fund Investor (FAMEX)
- NYLI PineStone International Equity Fund Class A (FCIRX)
- Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX)
- Federated Hermes International Strategic Value Dividend Fund A (IVFAX)
- Federated Hermes International Strategic Value Dividend Fund Class IS (IVFIX)
Open Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.