Mutual Funds
Hotchkis & Wiley manages 10 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 9 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.As of 8/29/24, there was a name change to the Large Cap Value Fund to Large Cap Fundamental Value Fund and the Diversified Value Fund to Large Cap Disciplined Value Fund. There were no changes to objectives, strategies, or fees.
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