Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) Research
The Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an exchange-traded fund (ETF) managed by Hotchkis & Wiley Capital Management, LLC. Established on March 31, 2025, this fund aims to invest in undervalued companies across the small-to-mid-capitalization spectrum. Specifically, it targets businesses with market values similar to those included in the Russell 2000 Index and the Russell Midcap Index. The portfolio is constructed through a diligent, bottom-up security selection process, driven by thorough fundamental analysis.
Market snapshot
- Symbol
- HWSM
- Price
- $30.03
- Day change
- -1.36%
- Market cap
- $2.7M
- 52-week range
- 24.6-30.74
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Innovator Equity Autocallable Income Strategy ETF (ACEI)
- YieldMax HIMS Option Income Strategy ETF (HIYY)
- Tweedy, Browne International Insider + Value ETF (ICPY)
- Polen Capital China Growth ETF (PCCE)
- WisdomTree U.S. MidCap Quality Growth Fund (QMID)
- YieldMax RDDT Option Income Strategy ETF (RDYY)
- YieldMax Target 12 Real Estate Option Income ETF (RNTY)
- Wasatch Greater China Fund Investor Class (WAGCX)
Open Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.