Fund Literature

In addition to fact sheets, commentary and summary prospectuses, you may download portfolio holdings for the previous three months as well as other valuable literature for the Hotchkis & Wiley fund family.

  FACT SHEET COMMENTARY HOLDINGS SUMMARY
PROSPECTUS
ADDITIONAL LITERATURE
VALUE EQUITY
Diversified Value Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
Large Cap Value Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
Mid-Cap Value Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
Small Cap Value Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
Small Cap Diversified Value Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019 Small Cap Diversified Overview
Global Value Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
International Value Fund 08/31/2019 08/29/2019
Value Opportunities Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019 Opportunity Redefined
INCOME
Capital Income Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
High Yield Fund Q3 2019 Q2 2019 08/31/2019 08/29/2019
FIRM
All Funds Q3 2019 H&W Responsible Investment Policy
H&W's Approach to ESG
Proxy Voting Policies and Procedures
Performance
CONFERENCE CALLS GO >
NEWSLETTERS / WHITEPAPERS GO >