Mutual Funds

Hotchkis & Wiley manages 8 distinct mutual funds for institutional and individual clients. Each strategy benefits from our rigorous research process and the collective knowledge and experience of the entire research team.
 

Find a Hotchkis & Wiley Fund to help build your balanced portfolio

Important to a successful investment strategy is determining the proper asset allocation amongst the many choices faced by mutual fund investors. At Hotchkis & Wiley, we offer funds focused on value equity as well as income and combinations of both income and value equity.

Hotchkis & Wiley offers 6 value equity mutual funds including style specific strategies in large cap, mid-cap, small cap, and global value. Our Value Opportunities Fund is a multi-cap value strategy with broad exposure to value characteristics.

Hotchkis & Wiley also offers 2 income-generating funds for clients: the Capital Income and High Yield fixed income fund. Our income strategies draw on our deep and long-tenured research team, and include two fixed income industry veterans who have over 50 years of combined experience in the high yield bond marketplace. This combination of fundamental research and experience guides us as we look for opportunities to increase yield and provide diversification for our clients.

 

 

You should consider the Hotchkis & Wiley Funds’ investment objectives, risks, and charges and expenses carefully before you invest. This and other important information is contained in the Funds’ summary prospectus and prospectus, which can be obtained by calling 800-796-5606. Read carefully before you invest.

Mutual fund investing involves risk. Principal loss is possible.  Diversification does not assure a profit nor protect against loss in a declining market.

The Hotchkis & 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 & Wiley Funds are distributed by Quasar Distributors, LLC