
Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX)
HWAAX Price Chart
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HWAAX Fund Profile
Key details and information about Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
2 Jan 2003
Country
US
Description
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.
HWAAX Fund Performance
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