Mutual Funds

Hotchkis & Wiley manages 9 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.

Broad Exposure to Value Characteristics

Hotchkis & Wiley offers 8 value equity mutual funds including style specific strategies in large-cap, mid-cap, small-cap, global and international value. Our Value Opportunities Fund is a multi-cap value strategy with broad exposure to value characteristics.

    Opportunities to increase yield and provide diversification

    Our High Yield strategy relies on fundamental research and the experience of our long-tenured research team. The strategy is led by two industry veterans who have over 50 years of combined experience in the high yield bond marketplace.

      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