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Hotchkis and Wiley Small Cap Value Fund
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At present, this fund is closed to new accounts.
The Small Cap Value Fund seeks capital appreciation using a disciplined,
value-oriented investment process. Through our consistent process
and independent research, we own small cap companies that we believe
are undervalued relative to their tangible assets, sustainable cash
flow and potential for improving business performance. The Fund
is well diversified and seeks to own a portfolio of small U.S. based
companies that offer the best combination of value and potential
for price appreciation.
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Generally invests in small
companies with a market capitalization ranging from
$100 million to $3 billion |
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Employs timeless investing
principles and independent thinking to drive investment
process |
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Exploits excessive investor
reaction often exhibited in the stocks of small companies
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Capitalizes on limited
analyst coverage and the potential return opportunity
of small companies |
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| Portfolio Management Team |
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DAVID GREEN, CFA
Portfolio Manager and Principal
Investment Experience: 17 years
BA, University of California, Berkeley
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JAMES MILES
Portfolio Manager and Principal
Investment Experience: 19 years
MBA, University of California, Los Angeles
MS & BS, Stanford University
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JUDD PETERS, CFA
Portfolio Manager
Investment Experience: 10 years
BA & BS, University of Califonia, San Diego
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STAN MAJCHER, CFA
Portfolio Manager and Principal
Investment Experience: 14 years
BS, Georgetown University
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GEORGE DAVIS
Portfolio Manager and Principal
Investment Experience: 23 years
MBA, Stanford University
BA, Stanford University
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Investing in smaller and/or newer companies involves greater risks than those associated with investing in larger companies, such as business risk, significant stock price fluctuations and illiquidity.
You should consider the Fund's investment objectives, risks,
and charges and expenses carefully before you invest. The Fund's prospectus,
which can be obtained by calling 1.800.796.5606, contains this and other
information about the Fund. Read the prospectus carefully before you invest. You may also print the current prospectus from this website
under "Download Center".
The Hotchkis and Wiley Funds are available only to residents in the United States and its territories
NOT FDIC INSURED • NO BANK GUARANTEE •
MAY LOSE VALUE
The Hotchkis and Wiley Funds are distributed by Quasar Distributors, LLC
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